-44.6%
INFY vs GAP
+8.7%
-53.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.4% | +1.1% |
| 7D | -5.4% | -4.1% | -1.3% | -4.9% |
| 30D | -9.9% | +6.2% | -16.1% | -10.7% |
| 3M | -4.6% | -0.7% | -3.9% | -4.7% |
| 6M | -18.5% | -7.1% | -11.3% | -18.3% |
| YTD | -36.5% | -14.1% | -22.5% | -35.9% |
| 1Y | -32.8% | -8.5% | -24.3% | -32.8% |
| 3Y | -32.2% | +115.4% | -147.6% | -42.5% |
| All | -44.6% | +8.7% | -53.3% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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