-44.6%
INFY vs MCO
+28.6%
-73.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.2% | +0.8% |
| 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% | -7.4% |
| 6M | -18.5% | +7.0% | -25.4% | -20.7% |
| YTD | -36.5% | -6.4% | -30.1% | -35.0% |
| 1Y | -32.8% | -7.6% | -25.1% | -31.0% |
| 3Y | -32.2% | +43.2% | -75.4% | -43.0% |
| All | -44.6% | +28.6% | -73.3% | -52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling