-27.6%
INFY vs MAS
+29.0%
-56.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.8% | -5.0% | -3.5% |
| 7D | -2.9% | -0.8% | -2.2% | -2.8% |
| 30D | -6.2% | -5.6% | -0.7% | -5.3% |
| 3M | -4.9% | +4.4% | -9.4% | -6.1% |
| 6M | -16.6% | +7.2% | -23.8% | -18.4% |
| YTD | -32.9% | +16.1% | -49.0% | -36.0% |
| 1Y | -26.9% | +0.1% | -27.0% | -27.6% |
| All | -27.6% | +29.0% | -56.7% | -35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling