+78.9%
INFY vs DRI
+353.8%
-275.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +1.2% |
| 7D | -5.4% | -3.2% | -2.2% | -4.6% |
| 30D | -9.9% | -7.8% | -2.0% | -8.2% |
| 3M | -4.6% | +0.4% | -4.9% | -4.8% |
| 6M | -18.5% | +4.8% | -23.3% | -19.7% |
| YTD | -36.5% | +16.7% | -53.3% | -39.3% |
| 1Y | -32.8% | +1.5% | -34.2% | -33.6% |
| 3Y | -32.2% | +56.3% | -88.5% | -40.5% |
| 5Y | -44.7% | +66.4% | -111.1% | -52.8% |
| All | +78.9% | +353.8% | -275.0% | +33.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling