+129.0%
INFY vs DOC
+21.2%
+107.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -1.7% | -0.9% | -0.8% | -1.4% |
| 30D | +7.1% | +7.7% | -0.7% | +4.6% |
| 3M | -1.0% | -2.0% | +1.0% | -0.5% |
| 6M | +5.9% | +5.9% | 0.0% | +3.8% |
| YTD | -29.5% | +31.8% | -61.4% | -35.8% |
| 1Y | -26.0% | +22.5% | -48.5% | -31.0% |
| 3Y | -19.4% | +54.7% | -74.1% | -31.7% |
| 5Y | -40.9% | -21.3% | -19.6% | -38.4% |
| All | +129.0% | +21.2% | +107.7% | +108.8% |
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