+122.2%
INFY vs INDA
+107.4%
+14.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.6% |
| 7D | -9.8% | -3.6% | -6.1% | -7.6% |
| 30D | -13.4% | -4.0% | -9.5% | -11.1% |
| 3M | -7.2% | +1.7% | -8.9% | -8.3% |
| 6M | -20.6% | -3.6% | -17.0% | -18.9% |
| YTD | -37.5% | -11.0% | -26.5% | -32.6% |
| 1Y | -33.4% | -9.5% | -23.9% | -29.0% |
| 3Y | -32.4% | +7.6% | -40.1% | -35.6% |
| 5Y | -45.5% | +4.8% | -50.3% | -46.9% |
| 10Y | +79.7% | +82.3% | -2.6% | +21.1% |
| All | +122.2% | +107.4% | +14.9% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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