+2,351.6%
INFY vs GEN
+3,771.3%
-1,419.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -8.7% | -2.9% | -5.8% | -7.9% |
| 30D | -13.0% | +2.1% | -15.0% | -13.5% |
| 3M | -8.8% | +19.7% | -28.5% | -13.4% |
| 6M | -22.6% | +33.3% | -55.8% | -29.0% |
| YTD | -37.3% | +11.1% | -48.5% | -39.5% |
| 1Y | -33.4% | +3.0% | -36.4% | -34.3% |
| 3Y | -32.3% | +57.9% | -90.2% | -42.2% |
| 5Y | -45.2% | +20.6% | -65.8% | -50.6% |
| 10Y | +80.0% | +153.2% | -73.2% | +18.1% |
| All | +2,351.6% | +3,771.3% | -1,419.8% | +687.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling