-44.6%
INFY vs DKS
+14.7%
-59.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.1% |
| 7D | -5.4% | -2.0% | -3.3% | -5.1% |
| 30D | -9.9% | -32.7% | +22.9% | -5.3% |
| 3M | -4.6% | -38.8% | +34.2% | +1.7% |
| 6M | -18.5% | -29.4% | +11.0% | -15.6% |
| YTD | -36.5% | -30.3% | -6.2% | -34.3% |
| 1Y | -32.8% | -39.6% | +6.8% | -28.8% |
| 3Y | -32.2% | +32.2% | -64.4% | -38.2% |
| All | -44.6% | +14.7% | -59.3% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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