-37.5%
INFY vs MLM
+29.9%
-67.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | +5.5% | -2.9% | +8.4% | +6.3% |
| 30D | +17.3% | +10.4% | +6.9% | +13.9% |
| 3M | +0.2% | -3.7% | +4.0% | +1.1% |
| 6M | +0.3% | -10.3% | +10.5% | +2.7% |
| YTD | -27.8% | -14.8% | -13.0% | -25.4% |
| 1Y | -23.3% | -13.9% | -9.4% | -21.0% |
| 3Y | -17.8% | +18.4% | -36.2% | -26.8% |
| 5Y | -37.5% | +31.8% | -69.4% | -48.4% |
| All | -37.5% | +29.9% | -67.5% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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