-23.3%
INFY vs MDY
+17.5%
-40.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.4% |
| 7D | +1.2% | +1.7% | -0.5% | +0.6% |
| 30D | +13.8% | +1.2% | +12.6% | +13.2% |
| 3M | -2.9% | -3.5% | +0.6% | -1.8% |
| 6M | +2.2% | +3.5% | -1.4% | -0.7% |
| YTD | -29.8% | +13.6% | -43.4% | -35.2% |
| 1Y | -23.3% | +17.1% | -40.3% | -30.5% |
| All | -23.3% | +17.5% | -40.8% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling