-32.2%
INFY vs FFIV
+155.7%
-187.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.3% | -1.9% | +0.6% |
| 7D | -5.4% | +5.4% | -10.8% | -6.7% |
| 30D | -9.9% | -2.7% | -7.2% | -9.3% |
| 3M | -4.6% | +4.5% | -9.1% | -6.5% |
| 6M | -18.5% | +42.2% | -60.7% | -27.3% |
| YTD | -36.5% | +61.3% | -97.8% | -45.3% |
| 1Y | -32.8% | +23.0% | -55.8% | -37.6% |
| 3Y | -32.2% | +156.3% | -188.5% | -47.7% |
| All | -32.2% | +155.7% | -187.9% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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