-32.2%
INFY vs DAR
+5.7%
-37.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.6% |
| 7D | -5.4% | -0.1% | -5.3% | -5.4% |
| 30D | -9.9% | +2.6% | -12.5% | -10.1% |
| 3M | -4.6% | +14.2% | -18.8% | -5.9% |
| 6M | -18.5% | +17.2% | -35.7% | -19.9% |
| YTD | -36.5% | +80.9% | -117.4% | -40.8% |
| 1Y | -32.8% | +104.0% | -136.7% | -38.4% |
| 3Y | -32.2% | +3.6% | -35.8% | -33.0% |
| All | -32.2% | +5.7% | -37.9% | -33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling