+78.9%
INFY vs ED
+108.5%
-29.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.5% |
| 7D | -5.4% | -0.8% | -4.6% | -5.3% |
| 30D | -9.9% | -0.4% | -9.4% | -9.8% |
| 3M | -4.6% | +0.5% | -5.0% | -4.6% |
| 6M | -18.5% | -3.1% | -15.3% | -18.1% |
| YTD | -36.5% | +9.8% | -46.4% | -37.8% |
| 1Y | -32.8% | +12.6% | -45.3% | -34.5% |
| 3Y | -32.2% | +31.4% | -63.6% | -37.1% |
| 5Y | -44.7% | +69.4% | -114.1% | -52.7% |
| All | +78.9% | +108.5% | -29.6% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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