-23.3%
INFY vs DRI
+34.0%
-57.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.1% | -2.5% | +1.5% |
| 7D | +1.2% | +6.5% | -5.2% | -0.1% |
| 30D | +13.8% | +16.4% | -2.7% | +10.7% |
| 3M | -2.9% | +13.6% | -16.5% | -5.4% |
| 6M | +2.2% | +22.0% | -19.8% | -1.2% |
| YTD | -29.8% | +29.3% | -59.1% | -33.5% |
| 1Y | -23.3% | +32.0% | -55.3% | -27.2% |
| All | -23.3% | +34.0% | -57.3% | -27.2% |
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