-44.6%
INFY vs GSK
+47.2%
-91.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.4% | +1.5% |
| 7D | -5.4% | -3.5% | -1.9% | -4.7% |
| 30D | -9.9% | -3.4% | -6.4% | -9.2% |
| 3M | -4.6% | -8.1% | +3.6% | -3.0% |
| 6M | -18.5% | -11.1% | -7.3% | -16.8% |
| YTD | -36.5% | +0.7% | -37.3% | -36.6% |
| 1Y | -32.8% | +20.1% | -52.9% | -34.7% |
| 3Y | -32.2% | +46.1% | -78.3% | -36.7% |
| All | -44.6% | +47.2% | -91.8% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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