-23.3%
INFY vs DG
+45.3%
-68.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.5% | -5.9% | -0.3% |
| 7D | +1.2% | +12.3% | -11.0% | -2.7% |
| 30D | +13.8% | +19.3% | -5.5% | +7.5% |
| 3M | -2.9% | +11.9% | -14.7% | -6.4% |
| 6M | +2.2% | +25.0% | -22.8% | -4.5% |
| YTD | -29.8% | +8.7% | -38.6% | -32.9% |
| 1Y | -23.3% | +44.7% | -68.0% | -30.8% |
| All | -23.3% | +45.3% | -68.5% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling