+2,347.1%
INFY vs MKC
+1,255.2%
+1,091.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.6% | +0.1% |
| 7D | -9.8% | -2.8% | -6.9% | -8.9% |
| 30D | -13.4% | -3.4% | -10.0% | -12.5% |
| 3M | -7.2% | +3.8% | -11.0% | -8.4% |
| 6M | -20.6% | -17.9% | -2.7% | -15.9% |
| YTD | -37.5% | -23.6% | -13.8% | -32.7% |
| 1Y | -33.4% | -23.1% | -10.3% | -28.6% |
| 3Y | -32.4% | -31.5% | -0.9% | -26.1% |
| 5Y | -45.5% | -33.1% | -12.4% | -41.3% |
| 10Y | +79.7% | +29.3% | +50.4% | +45.9% |
| All | +2,347.1% | +1,255.2% | +1,091.9% | +1,089.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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