-33.2%
INFY vs GEN
+58.8%
-91.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -9.8% | -4.3% | -5.4% | -8.3% |
| 30D | -13.4% | +3.8% | -17.2% | -14.5% |
| 3M | -7.2% | +22.3% | -29.5% | -13.1% |
| 6M | -20.6% | +39.0% | -59.6% | -28.7% |
| YTD | -37.5% | +11.9% | -49.4% | -40.6% |
| 1Y | -33.4% | +4.5% | -37.9% | -35.8% |
| All | -33.2% | +58.8% | -91.9% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling