-45.2%
INFY vs D
+5.1%
-50.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.6% |
| 7D | -8.7% | -0.4% | -8.2% | -8.6% |
| 30D | -13.0% | -2.1% | -10.9% | -12.7% |
| 3M | -8.8% | -0.7% | -8.0% | -8.7% |
| 6M | -22.6% | +5.6% | -28.1% | -23.3% |
| YTD | -37.3% | +14.6% | -51.9% | -38.7% |
| 1Y | -33.4% | +15.3% | -48.7% | -34.9% |
| 3Y | -32.3% | +59.1% | -91.4% | -37.8% |
| 5Y | -45.2% | +3.9% | -49.1% | -45.6% |
| All | -45.2% | +5.1% | -50.3% | -45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling