-33.2%
INFY vs ED
+33.4%
-66.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.3% |
| 7D | -9.8% | -1.9% | -7.9% | -9.9% |
| 30D | -13.4% | +0.1% | -13.5% | -13.4% |
| 3M | -7.2% | 0.0% | -7.2% | -7.1% |
| 6M | -20.6% | -2.5% | -18.1% | -20.7% |
| YTD | -37.5% | +10.1% | -47.6% | -36.7% |
| 1Y | -33.4% | +13.6% | -47.0% | -32.4% |
| All | -33.2% | +33.4% | -66.5% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling