-45.8%
INFY vs IOT
+54.1%
-99.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | -5.4% | -4.5% | -0.9% | -4.8% |
| 30D | -9.9% | -2.4% | -7.4% | -9.7% |
| 3M | -4.6% | +19.0% | -23.5% | -6.7% |
| 6M | -18.5% | +19.6% | -38.1% | -20.6% |
| YTD | -36.5% | +8.3% | -44.8% | -37.8% |
| 1Y | -32.8% | -0.8% | -31.9% | -33.7% |
| 3Y | -32.2% | +24.4% | -56.6% | -36.7% |
| All | -45.8% | +54.1% | -99.9% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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