+2,396.4%
INFY vs DRI
+3,079.8%
-683.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.8% | -3.0% | -4.4% |
| 7D | -7.2% | -1.2% | -6.0% | -6.9% |
| 30D | -11.2% | -0.4% | -10.8% | -11.2% |
| 3M | -7.4% | +9.5% | -16.9% | -9.9% |
| 6M | -21.3% | +6.5% | -27.7% | -22.9% |
| YTD | -36.2% | +18.4% | -54.6% | -39.5% |
| 1Y | -31.3% | +4.2% | -35.5% | -32.7% |
| 3Y | -31.1% | +57.1% | -88.1% | -40.4% |
| 5Y | -44.9% | +70.4% | -115.3% | -54.0% |
| 10Y | +83.1% | +354.0% | -271.0% | +5.9% |
| All | +2,396.4% | +3,079.8% | -683.4% | +925.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling