+2,351.6%
INFY vs IT
+723.1%
+1,628.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.2% |
| 7D | -8.7% | -9.1% | +0.4% | -5.7% |
| 30D | -13.0% | -12.2% | -0.8% | -9.2% |
| 3M | -8.8% | +7.8% | -16.6% | -12.1% |
| 6M | -22.6% | +2.0% | -24.5% | -24.2% |
| YTD | -37.3% | -32.7% | -4.6% | -30.1% |
| 1Y | -33.4% | -31.1% | -2.3% | -26.8% |
| 3Y | -32.3% | -52.1% | +19.8% | -18.6% |
| 5Y | -45.2% | -46.3% | +1.0% | -37.8% |
| 10Y | +80.0% | +91.4% | -11.3% | +26.1% |
| All | +2,351.6% | +723.1% | +1,628.4% | +657.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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