-27.6%
INFY vs DOC
+20.8%
-48.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -2.8% |
| 7D | -2.9% | -1.5% | -1.4% | -2.6% |
| 30D | -6.2% | -4.8% | -1.5% | -5.2% |
| 3M | -4.9% | +6.9% | -11.8% | -6.2% |
| 6M | -16.6% | +20.7% | -37.3% | -20.2% |
| YTD | -32.9% | +34.1% | -67.1% | -37.4% |
| 1Y | -26.9% | +22.6% | -49.5% | -30.6% |
| All | -27.6% | +20.8% | -48.4% | -32.7% |
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