+125.2%
INFY vs MAS
+215.9%
-90.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.9% |
| 7D | -0.4% | +2.4% | -2.7% | -1.2% |
| 30D | +18.5% | +19.8% | -1.4% | +11.9% |
| 3M | +1.1% | +9.8% | -8.7% | -2.0% |
| 6M | +1.0% | +15.8% | -14.7% | -4.6% |
| YTD | -28.3% | +31.8% | -60.2% | -36.0% |
| 1Y | -21.1% | +35.4% | -56.5% | -30.3% |
| 3Y | -19.5% | +59.2% | -78.7% | -34.9% |
| 5Y | -37.5% | +41.2% | -78.8% | -48.3% |
| All | +125.2% | +215.9% | -90.8% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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