-44.6%
INFY vs DG
-37.9%
-6.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.4% |
| 7D | -5.4% | -6.5% | +1.1% | -4.8% |
| 30D | -9.9% | +4.2% | -14.0% | -10.2% |
| 3M | -4.6% | +9.5% | -14.1% | -5.1% |
| 6M | -18.5% | -13.1% | -5.3% | -18.1% |
| YTD | -36.5% | -4.8% | -31.7% | -36.5% |
| 1Y | -32.8% | +20.6% | -53.4% | -33.4% |
| 3Y | -32.2% | +4.9% | -37.1% | -32.9% |
| All | -44.6% | -37.9% | -6.7% | -42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling