-33.4%
INFY vs IP
-23.5%
-9.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.1% | +3.3% | -1.2% |
| 7D | -8.7% | -4.6% | -4.1% | -8.2% |
| 30D | -13.0% | -15.3% | +2.3% | -11.4% |
| 3M | -8.8% | +2.7% | -11.5% | -8.8% |
| 6M | -22.6% | -7.4% | -15.2% | -21.8% |
| YTD | -37.3% | -8.8% | -28.5% | -36.9% |
| 1Y | -33.4% | -22.4% | -10.9% | -31.4% |
| All | -33.4% | -23.5% | -9.9% | -31.4% |
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