+114.8%
INFY vs DOC
+15.7%
+99.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.6% |
| 7D | -0.4% | +6.5% | -6.9% | -2.3% |
| 30D | +18.5% | +9.2% | +9.3% | +15.4% |
| 3M | +1.1% | -2.5% | +3.6% | +1.8% |
| 6M | +1.0% | +7.1% | -6.0% | -1.2% |
| YTD | -28.3% | +33.0% | -61.3% | -34.8% |
| 1Y | -21.1% | +23.3% | -44.3% | -26.6% |
| 3Y | -19.5% | +44.9% | -64.5% | -30.3% |
| 5Y | -37.5% | -21.6% | -15.9% | -34.8% |
| All | +114.8% | +15.7% | +99.1% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling