-37.5%
INFY vs DOC
-20.0%
-17.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.9% |
| 7D | +5.5% | +4.3% | +1.2% | +4.2% |
| 30D | +17.3% | +9.2% | +8.2% | +14.3% |
| 3M | +0.2% | -0.8% | +1.1% | +0.3% |
| 6M | +0.3% | +7.1% | -6.8% | -1.9% |
| YTD | -27.8% | +34.0% | -61.8% | -34.2% |
| 1Y | -23.3% | +23.2% | -46.5% | -28.3% |
| 3Y | -17.8% | +53.6% | -71.4% | -30.6% |
| 5Y | -37.5% | -20.4% | -17.1% | -30.1% |
| All | -37.5% | -20.0% | -17.6% | -30.1% |
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