-26.9%
INFY vs DRI
+6.9%
-33.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.2% |
| 7D | -2.9% | +0.6% | -3.5% | -3.0% |
| 30D | -6.2% | +3.8% | -10.1% | -6.9% |
| 3M | -4.9% | +13.0% | -17.9% | -6.4% |
| 6M | -16.6% | +8.3% | -24.9% | -17.8% |
| YTD | -32.9% | +20.6% | -53.5% | -35.4% |
| 1Y | -26.9% | +6.5% | -33.3% | -28.4% |
| All | -26.9% | +6.9% | -33.8% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling