+78.9%
INFY vs DAR
+366.1%
-287.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.8% |
| 7D | -5.4% | -0.1% | -5.3% | -5.4% |
| 30D | -9.9% | +2.6% | -12.5% | -10.5% |
| 3M | -4.6% | +14.2% | -18.8% | -7.8% |
| 6M | -18.5% | +17.2% | -35.7% | -21.8% |
| YTD | -36.5% | +80.9% | -117.4% | -44.9% |
| 1Y | -32.8% | +104.0% | -136.7% | -43.5% |
| 3Y | -32.2% | +3.6% | -35.8% | -35.2% |
| 5Y | -44.7% | -7.8% | -36.9% | -47.7% |
| All | +78.9% | +366.1% | -287.2% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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