+78.9%
INFY vs ITOT
+303.4%
-224.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.8% |
| 7D | -5.4% | -0.9% | -4.5% | -4.7% |
| 30D | -9.9% | -1.5% | -8.4% | -8.8% |
| 3M | -4.6% | +3.6% | -8.1% | -7.5% |
| 6M | -18.5% | +13.7% | -32.2% | -26.9% |
| YTD | -36.5% | +12.9% | -49.5% | -42.7% |
| 1Y | -32.8% | +17.2% | -49.9% | -41.2% |
| 3Y | -32.2% | +75.6% | -107.8% | -57.8% |
| 5Y | -44.7% | +75.5% | -120.2% | -65.8% |
| All | +78.9% | +303.4% | -224.6% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling