+76.3%
INFY vs D
+38.3%
+38.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -9.8% | -1.6% | -8.1% | -9.4% |
| 30D | -13.4% | -3.5% | -9.9% | -12.6% |
| 3M | -7.2% | -1.6% | -5.6% | -6.9% |
| 6M | -20.6% | +5.8% | -26.4% | -22.0% |
| YTD | -37.5% | +14.5% | -51.9% | -39.9% |
| 1Y | -33.4% | +14.2% | -47.5% | -35.9% |
| 3Y | -32.4% | +59.0% | -91.4% | -41.8% |
| 5Y | -45.5% | +5.4% | -50.9% | -47.2% |
| All | +76.3% | +38.3% | +38.0% | +55.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling