-44.7%
INFY vs FGI
-66.2%
+21.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +9.4% | -9.6% | -0.3% |
| 7D | -9.8% | +22.8% | -32.5% | -10.0% |
| 30D | -13.4% | +85.9% | -99.3% | -14.6% |
| 3M | -7.2% | +32.4% | -39.6% | -8.2% |
| 6M | -20.6% | +106.3% | -127.0% | -22.4% |
| YTD | -37.5% | +48.4% | -85.9% | -38.5% |
| 1Y | -33.4% | +116.4% | -149.7% | -35.4% |
| 3Y | -32.4% | +9.2% | -41.6% | -34.2% |
| All | -44.7% | -66.2% | +21.4% | -44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling