+78.9%
INFY vs FE
+114.2%
-35.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.5% |
| 7D | -5.4% | -1.4% | -4.0% | -5.0% |
| 30D | -9.9% | -1.9% | -8.0% | -9.4% |
| 3M | -4.6% | -0.2% | -4.4% | -4.6% |
| 6M | -18.5% | -7.1% | -11.4% | -17.1% |
| YTD | -36.5% | +6.1% | -42.7% | -37.8% |
| 1Y | -32.8% | +10.1% | -42.8% | -34.9% |
| 3Y | -32.2% | +46.9% | -79.1% | -40.6% |
| 5Y | -44.7% | +50.0% | -94.7% | -52.4% |
| All | +78.9% | +114.2% | -35.4% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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