+83.1%
INFY vs IP
+20.7%
+62.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.0% | -2.9% | -4.4% |
| 7D | -7.2% | +0.1% | -7.3% | -7.3% |
| 30D | -11.2% | -11.2% | +0.1% | -8.5% |
| 3M | -7.4% | +12.3% | -19.7% | -10.8% |
| 6M | -21.3% | -5.2% | -16.0% | -21.1% |
| YTD | -36.2% | -4.0% | -32.2% | -36.8% |
| 1Y | -31.3% | -19.2% | -12.0% | -28.8% |
| 3Y | -31.1% | +20.3% | -51.4% | -39.2% |
| 5Y | -44.9% | -17.5% | -27.4% | -45.8% |
| 10Y | +83.1% | +21.2% | +61.9% | +51.5% |
| All | +83.1% | +20.7% | +62.4% | +51.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling