+83.1%
INFY vs FICO
+607.5%
-524.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -4.9% |
| 7D | -7.2% | -15.4% | +8.2% | -3.2% |
| 30D | -11.2% | -10.4% | -0.8% | -8.9% |
| 3M | -7.4% | -22.7% | +15.3% | -1.3% |
| 6M | -21.3% | -36.8% | +15.5% | -12.3% |
| YTD | -36.2% | -44.8% | +8.6% | -26.5% |
| 1Y | -31.3% | -39.3% | +8.1% | -23.8% |
| 3Y | -31.1% | +3.7% | -34.8% | -38.6% |
| 5Y | -44.9% | +101.7% | -146.6% | -62.3% |
| 10Y | +83.1% | +602.8% | -519.7% | -21.5% |
| All | +83.1% | +607.5% | -524.5% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 FICO 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