-31.1%
INFY vs FN
+175.0%
-206.1%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.2% | -7.1% | -4.9% |
| 7D | -7.2% | +3.5% | -10.8% | -7.3% |
| 30D | -11.2% | -26.0% | +14.8% | -10.6% |
| 3M | -7.4% | -33.3% | +25.8% | -6.3% |
| 6M | -21.3% | -14.9% | -6.3% | -22.6% |
| YTD | -36.2% | -8.6% | -27.6% | -38.0% |
| 1Y | -31.3% | +12.3% | -43.6% | -34.7% |
| 3Y | -31.1% | +174.4% | -205.5% | -41.8% |
| All | -31.1% | +175.0% | -206.1% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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