-45.5%
INFY vs DAR
-6.7%
-38.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | -9.8% | +0.9% | -10.7% | -9.9% |
| 30D | -13.4% | +6.4% | -19.8% | -14.2% |
| 3M | -7.2% | +13.2% | -20.5% | -9.1% |
| 6M | -20.6% | +26.2% | -46.8% | -23.7% |
| YTD | -37.5% | +84.4% | -121.8% | -43.4% |
| 1Y | -33.4% | +112.0% | -145.4% | -41.4% |
| 3Y | -32.4% | +13.4% | -45.8% | -35.1% |
| 5Y | -45.5% | -6.0% | -39.5% | -48.8% |
| All | -45.5% | -6.7% | -38.7% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling