-17.6%
INFY vs DOC
+43.2%
-60.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.6% |
| 7D | +4.9% | +6.2% | -1.3% | +3.4% |
| 30D | +21.3% | +6.5% | +14.9% | +19.5% |
| 3M | +2.6% | -6.2% | +8.8% | +3.9% |
| 6M | +4.9% | +25.6% | -20.6% | -0.6% |
| YTD | -26.6% | +32.1% | -58.7% | -31.2% |
| 1Y | -20.4% | +20.3% | -40.7% | -23.9% |
| All | -17.6% | +43.2% | -60.8% | -25.4% |
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