+78.9%
INFY vs EMB
+30.3%
+48.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | -5.4% | -1.2% | -4.2% | -4.2% |
| 30D | -9.9% | -1.3% | -8.6% | -8.7% |
| 3M | -4.6% | -1.8% | -2.8% | -2.9% |
| 6M | -18.5% | +0.2% | -18.7% | -18.7% |
| YTD | -36.5% | +0.4% | -36.9% | -36.8% |
| 1Y | -32.8% | +2.8% | -35.6% | -34.6% |
| 3Y | -32.2% | +29.1% | -61.3% | -47.9% |
| 5Y | -44.7% | +6.3% | -50.9% | -46.9% |
| All | +78.9% | +30.3% | +48.5% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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