-32.2%
INFY vs MCO
+42.6%
-74.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.2% | +0.7% |
| 7D | -5.4% | -3.8% | -1.6% | -3.7% |
| 30D | -9.9% | -0.4% | -9.5% | -9.7% |
| 3M | -4.6% | +7.7% | -12.3% | -7.2% |
| 6M | -18.5% | +7.0% | -25.4% | -20.6% |
| YTD | -36.5% | -6.4% | -30.1% | -35.2% |
| 1Y | -32.8% | -7.6% | -25.1% | -31.1% |
| 3Y | -32.2% | +43.2% | -75.4% | -39.7% |
| All | -32.2% | +42.6% | -74.8% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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