-42.6%
INFY vs IP
-17.2%
-25.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.2% | -5.4% | -3.6% |
| 7D | -2.9% | -5.3% | +2.4% | -2.0% |
| 30D | -6.2% | -10.9% | +4.6% | -4.3% |
| 3M | -4.9% | +11.2% | -16.1% | -7.1% |
| 6M | -16.6% | -10.2% | -6.4% | -15.4% |
| YTD | -32.9% | -2.0% | -30.9% | -33.5% |
| 1Y | -26.9% | -19.1% | -7.8% | -24.7% |
| 3Y | -26.6% | +20.9% | -47.4% | -33.5% |
| All | -42.6% | -17.2% | -25.4% | -46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling