-23.3%
INFY vs DLTR
+45.2%
-68.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.6% | -7.0% | +0.4% |
| 7D | +1.2% | +15.6% | -14.3% | -2.0% |
| 30D | +13.8% | +29.9% | -16.1% | +7.7% |
| 3M | -2.9% | +12.5% | -15.3% | -5.6% |
| 6M | +2.2% | +56.3% | -54.1% | -6.5% |
| YTD | -29.8% | +19.5% | -49.3% | -32.8% |
| 1Y | -23.3% | +44.0% | -67.3% | -29.7% |
| All | -23.3% | +45.2% | -68.5% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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