-44.6%
INFY vs DRI
+65.5%
-110.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.0% |
| 3M | -4.6% | +0.4% | -4.9% | -4.9% |
| 6M | -18.5% | +4.8% | -23.3% | -19.9% |
| YTD | -36.5% | +16.7% | -53.3% | -39.8% |
| 1Y | -32.8% | +1.5% | -34.2% | -33.7% |
| 3Y | -32.2% | +56.3% | -88.5% | -42.2% |
| All | -44.6% | +65.5% | -110.1% | -55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling