-44.6%
INFY vs MKSI
+84.1%
-128.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +1.2% |
| 7D | -5.4% | +2.7% | -8.1% | -5.7% |
| 30D | -9.9% | -12.8% | +2.9% | -8.5% |
| 3M | -4.6% | -22.5% | +17.9% | -3.4% |
| 6M | -18.5% | +19.4% | -37.9% | -24.9% |
| YTD | -36.5% | +67.7% | -104.3% | -46.0% |
| 1Y | -32.8% | +131.4% | -164.2% | -47.2% |
| 3Y | -32.2% | +197.3% | -229.5% | -53.6% |
| All | -44.6% | +84.1% | -128.7% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 5y: compounded portfolio wealth divided by compounded MKSI 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…
5y analysis · Full analysis span regression · 6 months rolling