-44.6%
INFY vs FOXA
+93.7%
-138.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.1% |
| 7D | -5.4% | +0.8% | -6.2% | -5.6% |
| 30D | -9.9% | +5.0% | -14.9% | -11.3% |
| 3M | -4.6% | -3.0% | -1.5% | -4.6% |
| 6M | -18.5% | +14.8% | -33.2% | -23.1% |
| YTD | -36.5% | -8.9% | -27.6% | -35.6% |
| 1Y | -32.8% | +13.3% | -46.1% | -36.4% |
| 3Y | -32.2% | +115.4% | -147.6% | -48.4% |
| All | -44.6% | +93.7% | -138.3% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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