-44.6%
INFY vs EWJ
+50.5%
-95.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +0.5% |
| 7D | -5.4% | +0.3% | -5.7% | -5.5% |
| 30D | -9.9% | +0.8% | -10.6% | -10.2% |
| 3M | -4.6% | +7.5% | -12.1% | -8.3% |
| 6M | -18.5% | +15.6% | -34.1% | -24.9% |
| YTD | -36.5% | +22.7% | -59.3% | -43.7% |
| 1Y | -32.8% | +26.4% | -59.2% | -41.5% |
| 3Y | -32.2% | +72.5% | -104.7% | -52.4% |
| All | -44.6% | +50.5% | -95.2% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 5y: compounded portfolio wealth divided by compounded EWJ 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…
5y analysis · Full analysis span regression · 6 months rolling