+228.5%
INFY vs EMB
+131.9%
+96.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.8% |
| 7D | -7.2% | +0.3% | -7.5% | -7.4% |
| 30D | -11.2% | -0.5% | -10.7% | -10.8% |
| 3M | -7.4% | +0.3% | -7.7% | -7.6% |
| 6M | -21.3% | +1.2% | -22.4% | -21.9% |
| YTD | -36.2% | +1.5% | -37.7% | -36.8% |
| 1Y | -31.3% | +4.8% | -36.1% | -33.5% |
| 3Y | -31.1% | +30.4% | -61.4% | -42.6% |
| 5Y | -44.9% | +7.3% | -52.1% | -47.8% |
| 10Y | +83.1% | +29.7% | +53.4% | +56.4% |
| All | +228.5% | +131.9% | +96.7% | +148.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling