-23.3%
INFY vs D
+23.9%
-47.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.4% | -1.8% | +1.6% |
| 7D | +1.2% | +8.5% | -7.3% | -0.4% |
| 30D | +13.8% | +14.3% | -0.6% | +10.9% |
| 3M | -2.9% | +1.8% | -4.6% | -3.9% |
| 6M | +2.2% | +13.0% | -10.9% | -0.4% |
| YTD | -29.8% | +22.7% | -52.6% | -32.9% |
| 1Y | -23.3% | +22.6% | -45.9% | -26.1% |
| All | -23.3% | +23.9% | -47.2% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded D wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling