-44.9%
INFY vs FN
+299.7%
-344.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.2% | -7.1% | -5.0% |
| 7D | -7.2% | +3.5% | -10.8% | -7.5% |
| 30D | -11.2% | -26.0% | +14.8% | -9.4% |
| 3M | -7.4% | -33.3% | +25.8% | -5.0% |
| 6M | -21.3% | -14.9% | -6.3% | -22.8% |
| YTD | -36.2% | -8.6% | -27.6% | -38.6% |
| 1Y | -31.3% | +12.3% | -43.6% | -36.1% |
| 3Y | -31.1% | +174.4% | -205.5% | -48.4% |
| 5Y | -44.9% | +296.4% | -341.3% | -63.8% |
| All | -44.9% | +299.7% | -344.6% | -63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling