+78.9%
INFY vs M
-3.0%
+81.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.7% | -6.2% | +0.6% |
| 7D | -5.4% | -4.2% | -1.2% | -5.0% |
| 30D | -9.9% | -7.2% | -2.7% | -9.2% |
| 3M | -4.6% | -11.1% | +6.6% | -3.5% |
| 6M | -18.5% | +28.8% | -47.3% | -20.9% |
| YTD | -36.5% | +2.0% | -38.6% | -37.0% |
| 1Y | -32.8% | +31.3% | -64.0% | -35.1% |
| 3Y | -32.2% | +119.1% | -151.3% | -39.7% |
| 5Y | -44.7% | +29.7% | -74.3% | -49.5% |
| All | +78.9% | -3.0% | +81.9% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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