-44.6%
INFY vs M
+28.6%
-73.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.7% | -6.2% | +0.6% |
| 7D | -5.4% | -4.2% | -1.2% | -4.9% |
| 30D | -9.9% | -7.2% | -2.7% | -9.1% |
| 3M | -4.6% | -11.1% | +6.6% | -3.4% |
| 6M | -18.5% | +28.8% | -47.3% | -21.1% |
| YTD | -36.5% | +2.0% | -38.6% | -37.1% |
| 1Y | -32.8% | +31.3% | -64.0% | -35.3% |
| 3Y | -32.2% | +119.1% | -151.3% | -41.0% |
| All | -44.6% | +28.6% | -73.2% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling