+78.9%
INFY vs GFI
+1,093.3%
-1,014.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.4% |
| 7D | -5.4% | -2.7% | -2.7% | -5.3% |
| 30D | -9.9% | +13.2% | -23.1% | -10.3% |
| 3M | -4.6% | +28.5% | -33.0% | -5.6% |
| 6M | -18.5% | -6.2% | -12.3% | -18.5% |
| YTD | -36.5% | +8.7% | -45.3% | -37.1% |
| 1Y | -32.8% | +24.8% | -57.6% | -33.9% |
| 3Y | -32.2% | +298.0% | -330.2% | -37.7% |
| 5Y | -44.7% | +546.0% | -590.7% | -51.3% |
| All | +78.9% | +1,093.3% | -1,014.5% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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