+2,524.3%
INFY vs IP
+148.8%
+2,375.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.2% | -5.4% | -3.9% |
| 7D | -2.9% | -5.3% | +2.4% | -1.3% |
| 30D | -6.2% | -10.9% | +4.6% | -3.0% |
| 3M | -4.9% | +11.2% | -16.1% | -8.8% |
| 6M | -16.6% | -10.2% | -6.4% | -15.3% |
| YTD | -32.9% | -2.0% | -30.9% | -34.2% |
| 1Y | -26.9% | -19.1% | -7.8% | -24.3% |
| 3Y | -26.6% | +20.9% | -47.4% | -35.8% |
| 5Y | -44.1% | -17.8% | -26.2% | -45.4% |
| 10Y | +90.0% | +23.5% | +66.5% | +52.7% |
| All | +2,524.3% | +148.8% | +2,375.5% | +1,532.4% |
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 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