+2,383.0%
INFY vs MDY
+1,278.0%
+1,105.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.7% |
| 7D | -5.4% | -1.9% | -3.5% | -3.7% |
| 30D | -9.9% | -4.6% | -5.2% | -5.9% |
| 3M | -4.6% | -1.2% | -3.3% | -3.9% |
| 6M | -18.5% | +9.2% | -27.7% | -25.6% |
| YTD | -36.5% | +13.1% | -49.6% | -44.0% |
| 1Y | -32.8% | +13.0% | -45.8% | -40.7% |
| 3Y | -32.2% | +49.2% | -81.4% | -55.3% |
| 5Y | -44.7% | +47.2% | -91.9% | -64.1% |
| 10Y | +82.3% | +176.0% | -93.6% | -42.7% |
| All | +2,383.0% | +1,278.0% | +1,105.0% | +47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling