-44.6%
INFY vs IAG
+820.9%
-865.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.2% |
| 3M | -4.6% | +25.5% | -30.1% | -5.2% |
| 6M | -18.5% | -7.1% | -11.4% | -18.4% |
| YTD | -36.5% | +22.9% | -59.4% | -37.1% |
| 1Y | -32.8% | +83.3% | -116.1% | -34.4% |
| 3Y | -32.2% | +808.5% | -840.7% | -38.9% |
| All | -44.6% | +820.9% | -865.5% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling