+2,383.0%
INFY vs MCO
+4,348.5%
-1,965.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.2% | +0.8% |
| 7D | -5.4% | -3.8% | -1.6% | -3.8% |
| 30D | -9.9% | -0.4% | -9.5% | -9.7% |
| 3M | -4.6% | +7.7% | -12.3% | -7.3% |
| 6M | -18.5% | +7.0% | -25.4% | -20.6% |
| YTD | -36.5% | -6.4% | -30.1% | -35.0% |
| 1Y | -32.8% | -7.6% | -25.1% | -30.9% |
| 3Y | -32.2% | +43.2% | -75.4% | -42.7% |
| 5Y | -44.7% | +29.6% | -74.2% | -52.2% |
| 10Y | +82.3% | +389.2% | -306.9% | -11.2% |
| All | +2,383.0% | +4,348.5% | -1,965.5% | +403.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling