-44.6%
INFY vs GEN
+22.3%
-66.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.2% |
| 7D | -5.4% | -1.3% | -4.1% | -5.0% |
| 30D | -9.9% | +6.1% | -16.0% | -11.5% |
| 3M | -4.6% | +27.0% | -31.5% | -11.0% |
| 6M | -18.5% | +43.9% | -62.3% | -26.7% |
| YTD | -36.5% | +13.0% | -49.5% | -39.4% |
| 1Y | -32.8% | +4.0% | -36.8% | -34.5% |
| 3Y | -32.2% | +66.2% | -98.4% | -41.6% |
| All | -44.6% | +22.3% | -66.9% | -51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling