-26.9%
INFY vs FGI
+81.8%
-108.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +7.5% | -10.8% | -3.3% |
| 7D | -2.9% | +0.5% | -3.4% | -2.9% |
| 30D | -6.2% | +65.4% | -71.7% | -7.3% |
| 3M | -4.9% | +23.5% | -28.4% | -5.7% |
| 6M | -16.6% | +60.5% | -77.1% | -17.9% |
| YTD | -32.9% | +30.0% | -62.9% | -33.7% |
| 1Y | -26.9% | +82.1% | -108.9% | -28.1% |
| All | -26.9% | +81.8% | -108.7% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling