-26.9%
INFY vs DGX
+33.7%
-60.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.0% |
| 7D | -2.9% | -2.3% | -0.6% | -2.5% |
| 30D | -6.2% | +0.6% | -6.8% | -6.4% |
| 3M | -4.9% | +21.4% | -26.3% | -8.0% |
| 6M | -16.6% | +14.7% | -31.3% | -18.7% |
| YTD | -32.9% | +38.4% | -71.4% | -36.2% |
| 1Y | -26.9% | +34.0% | -60.8% | -30.4% |
| All | -26.9% | +33.7% | -60.5% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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