+78.9%
INFY vs ESI
+312.8%
-233.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | -5.4% | -4.6% | -0.7% | -4.4% |
| 30D | -9.9% | -10.5% | +0.7% | -7.8% |
| 3M | -4.6% | -19.8% | +15.2% | -1.0% |
| 6M | -18.5% | +5.8% | -24.3% | -22.1% |
| YTD | -36.5% | +38.3% | -74.8% | -43.9% |
| 1Y | -32.8% | +31.5% | -64.3% | -40.0% |
| 3Y | -32.2% | +80.7% | -112.9% | -45.8% |
| 5Y | -44.7% | +69.4% | -114.1% | -55.8% |
| All | +78.9% | +312.8% | -233.9% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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