-32.2%
INFY vs IAG
+804.5%
-836.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.4% |
| 7D | -5.4% | -1.1% | -4.3% | -5.4% |
| 30D | -9.9% | +12.1% | -22.0% | -10.1% |
| 3M | -4.6% | +25.5% | -30.1% | -5.0% |
| 6M | -18.5% | -7.1% | -11.4% | -18.3% |
| YTD | -36.5% | +22.9% | -59.4% | -36.8% |
| 1Y | -32.8% | +83.3% | -116.1% | -34.0% |
| 3Y | -32.2% | +808.5% | -840.7% | -39.7% |
| All | -32.2% | +804.5% | -836.7% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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