-33.1%
INFY vs M
+106.8%
-139.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.2% | +2.4% | -1.3% |
| 7D | -8.7% | -4.1% | -4.6% | -8.3% |
| 30D | -13.0% | -13.6% | +0.6% | -11.6% |
| 3M | -8.8% | -2.3% | -6.5% | -8.6% |
| 6M | -22.6% | +21.9% | -44.5% | -24.3% |
| YTD | -37.3% | -0.6% | -36.7% | -37.6% |
| 1Y | -33.4% | +29.7% | -63.1% | -35.3% |
| All | -33.1% | +106.8% | -139.8% | -42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling