+2,703.7%
INFY vs IP
+130.7%
+2,573.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -2.6% |
| 7D | -0.4% | -5.1% | +4.7% | +1.2% |
| 30D | +18.5% | +8.5% | +10.0% | +15.5% |
| 3M | +1.1% | -13.8% | +15.0% | +5.6% |
| 6M | +1.0% | +5.7% | -4.7% | -2.0% |
| YTD | -28.3% | -9.1% | -19.2% | -28.2% |
| 1Y | -21.1% | -0.8% | -20.3% | -23.2% |
| 3Y | -19.5% | +14.8% | -34.3% | -28.6% |
| 5Y | -37.5% | -11.5% | -26.0% | -40.5% |
| 10Y | +117.7% | +27.9% | +89.8% | +72.7% |
| All | +2,703.7% | +130.7% | +2,573.0% | +1,682.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling