-26.0%
INFY vs MOD
-6.2%
-19.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +27.9% | -27.9% | +3.1% |
| 7D | -1.7% | +40.4% | -42.1% | +2.6% |
| 30D | +7.1% | -14.0% | +21.1% | +6.3% |
| 3M | -1.0% | -33.3% | +32.4% | -4.0% |
| 6M | +5.9% | -51.4% | +57.3% | +1.1% |
| YTD | -29.5% | +1.6% | -31.2% | -32.6% |
| 1Y | -26.0% | +5.4% | -31.4% | -29.7% |
| All | -26.0% | -6.2% | -19.8% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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