-38.9%
INFY vs FN
+174.2%
-213.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +11.7% | -14.0% | -2.9% |
| 7D | -0.4% | 0.0% | -0.3% | -0.7% |
| 30D | +18.5% | -34.3% | +52.8% | +21.3% |
| 3M | +1.1% | -39.9% | +41.0% | +3.8% |
| 6M | +1.0% | -51.8% | +52.9% | +5.0% |
| YTD | -28.3% | -28.1% | -0.2% | -30.4% |
| 1Y | -21.1% | -29.1% | +8.0% | -23.5% |
| 3Y | -19.5% | +102.4% | -122.0% | -38.6% |
| All | -38.9% | +174.2% | -213.1% | -59.2% |
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