+78.9%
INFY vs ETR
+296.9%
-218.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.6% |
| 7D | -5.4% | -1.8% | -3.6% | -4.9% |
| 30D | -9.9% | -1.8% | -8.1% | -9.5% |
| 3M | -4.6% | -3.6% | -1.0% | -3.8% |
| 6M | -18.5% | +2.6% | -21.1% | -19.8% |
| YTD | -36.5% | +16.0% | -52.6% | -40.0% |
| 1Y | -32.8% | +20.1% | -52.9% | -37.2% |
| 3Y | -32.2% | +143.6% | -175.8% | -51.3% |
| 5Y | -44.7% | +124.4% | -169.0% | -59.7% |
| All | +78.9% | +296.9% | -218.0% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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