+91.8%
INFY vs MGY
+210.4%
-118.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -5.4% | +3.5% | -8.9% | -5.9% |
| 30D | -9.9% | +5.3% | -15.1% | -10.6% |
| 3M | -4.6% | +2.6% | -7.2% | -5.2% |
| 6M | -18.5% | -3.3% | -15.2% | -18.5% |
| YTD | -36.5% | +29.2% | -65.8% | -39.2% |
| 1Y | -32.8% | +18.0% | -50.8% | -34.8% |
| 3Y | -32.2% | +30.0% | -62.2% | -35.9% |
| 5Y | -44.7% | +92.7% | -137.4% | -52.0% |
| All | +91.8% | +210.4% | -118.6% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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