-43.6%
INFY vs FGI
-69.8%
+26.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.9% | -6.8% | -4.9% |
| 7D | -7.2% | +5.2% | -12.4% | -7.3% |
| 30D | -11.2% | +65.2% | -76.4% | -12.3% |
| 3M | -7.4% | +30.2% | -37.6% | -8.4% |
| 6M | -21.3% | +87.8% | -109.1% | -22.9% |
| YTD | -36.2% | +32.5% | -68.6% | -37.2% |
| 1Y | -31.3% | +93.6% | -124.8% | -33.3% |
| 3Y | -31.1% | -2.6% | -28.5% | -32.8% |
| All | -43.6% | -69.8% | +26.2% | -42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling