-20.4%
INFY vs MKTX
+5.2%
-25.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +4.9% | +0.4% | +4.5% | +4.9% |
| 30D | +21.3% | +0.9% | +20.4% | +21.3% |
| 3M | +2.6% | +2.4% | +0.1% | +2.5% |
| 6M | +4.9% | +10.6% | -5.6% | +6.4% |
| YTD | -26.6% | -7.3% | -19.3% | -24.3% |
| 1Y | -20.4% | +4.8% | -25.2% | -18.9% |
| All | -20.4% | +5.2% | -25.6% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 1y: compounded portfolio wealth divided by compounded MKTX 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…
1y analysis · Full analysis span regression · 6 months rolling