+129.0%
INFY vs IP
+19.1%
+109.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.5% |
| 7D | -4.0% | -0.9% | -3.1% | -3.8% |
| 30D | +7.8% | +6.7% | +1.1% | +5.9% |
| 3M | +0.1% | -16.6% | +16.6% | +4.6% |
| 6M | +4.2% | +6.0% | -1.8% | +1.5% |
| YTD | -29.5% | -10.7% | -18.9% | -29.0% |
| 1Y | -26.5% | -6.7% | -19.9% | -27.0% |
| 3Y | -19.8% | +17.1% | -36.9% | -29.4% |
| 5Y | -40.9% | -14.6% | -26.4% | -43.0% |
| All | +129.0% | +19.1% | +109.8% | +82.6% |
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