-23.3%
INFY vs IP
+2.3%
-25.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.4% |
| 7D | +1.2% | +3.4% | -2.2% | +0.9% |
| 30D | +13.8% | +11.2% | +2.5% | +12.3% |
| 3M | -2.9% | -14.8% | +11.9% | -1.5% |
| 6M | +2.2% | +17.3% | -15.1% | +1.2% |
| YTD | -29.8% | -6.2% | -23.7% | -29.3% |
| 1Y | -23.3% | +2.3% | -25.6% | -24.5% |
| All | -23.3% | +2.3% | -25.6% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 1y: compounded portfolio wealth divided by compounded IP 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…
1y analysis · Full analysis span regression · 6 months rolling