-42.6%
INFY vs DOC
-24.5%
-18.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -2.7% |
| 7D | -2.9% | -1.5% | -1.4% | -2.5% |
| 30D | -6.2% | -4.8% | -1.5% | -5.0% |
| 3M | -4.9% | +6.9% | -11.8% | -6.7% |
| 6M | -16.6% | +20.7% | -37.3% | -21.4% |
| YTD | -32.9% | +34.1% | -67.1% | -38.7% |
| 1Y | -26.9% | +22.6% | -49.5% | -31.7% |
| 3Y | -26.6% | +20.8% | -47.4% | -32.0% |
| All | -42.6% | -24.5% | -18.1% | -37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling