-33.4%
INFY vs MOD
+25.1%
-58.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.4% | -0.5% |
| 7D | -9.8% | -3.9% | -5.8% | -10.0% |
| 30D | -13.4% | -9.6% | -3.8% | -14.1% |
| 3M | -7.2% | -30.6% | +23.3% | -9.2% |
| 6M | -20.6% | -10.9% | -9.7% | -23.1% |
| YTD | -37.5% | +34.3% | -71.7% | -40.1% |
| 1Y | -33.4% | +18.3% | -51.7% | -36.5% |
| All | -33.4% | +25.1% | -58.5% | -36.5% |
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