+78.9%
INFY vs FTI
+305.3%
-226.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.3% |
| 7D | -5.4% | -4.4% | -1.0% | -4.7% |
| 30D | -9.9% | +1.5% | -11.3% | -10.1% |
| 3M | -4.6% | +8.2% | -12.8% | -6.0% |
| 6M | -18.5% | +18.8% | -37.3% | -21.1% |
| YTD | -36.5% | +71.7% | -108.2% | -42.2% |
| 1Y | -32.8% | +90.0% | -122.8% | -39.8% |
| 3Y | -32.2% | +270.5% | -302.7% | -46.5% |
| 5Y | -44.7% | +1,084.5% | -1,129.2% | -65.3% |
| All | +78.9% | +305.3% | -226.4% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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