-19.5%
INFY vs DOC
+44.2%
-63.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.5% |
| 7D | -0.4% | +6.5% | -6.9% | -1.9% |
| 30D | +18.5% | +9.2% | +9.3% | +16.1% |
| 3M | +1.1% | -2.5% | +3.6% | +1.5% |
| 6M | +1.0% | +7.1% | -6.0% | -0.5% |
| YTD | -28.3% | +33.0% | -61.3% | -33.0% |
| 1Y | -21.1% | +23.3% | -44.3% | -25.0% |
| 3Y | -19.5% | +44.9% | -64.5% | -27.3% |
| All | -19.5% | +44.2% | -63.7% | -27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling