-32.2%
INFY vs ENB
+68.0%
-100.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.5% |
| 7D | -5.4% | -4.7% | -0.7% | -5.1% |
| 30D | -9.9% | -5.9% | -4.0% | -9.5% |
| 3M | -4.6% | -14.2% | +9.7% | -3.7% |
| 6M | -18.5% | -8.6% | -9.9% | -18.1% |
| YTD | -36.5% | +3.9% | -40.4% | -37.1% |
| 1Y | -32.8% | +1.8% | -34.6% | -33.2% |
| 3Y | -32.2% | +68.5% | -100.7% | -41.4% |
| All | -32.2% | +68.0% | -100.2% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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