+78.9%
INFY vs MDY
+177.2%
-98.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.9% |
| 7D | -5.4% | -1.9% | -3.5% | -4.2% |
| 30D | -9.9% | -4.6% | -5.2% | -7.1% |
| 3M | -4.6% | -1.2% | -3.3% | -4.1% |
| 6M | -18.5% | +9.2% | -27.7% | -23.5% |
| YTD | -36.5% | +13.1% | -49.6% | -41.8% |
| 1Y | -32.8% | +13.0% | -45.8% | -38.3% |
| 3Y | -32.2% | +49.2% | -81.4% | -49.0% |
| 5Y | -44.7% | +47.2% | -91.9% | -58.5% |
| All | +78.9% | +177.2% | -98.3% | -8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling