-31.1%
INFY vs MOD
+312.9%
-344.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.2% | -3.7% | -4.8% |
| 7D | -7.2% | +6.3% | -13.6% | -7.4% |
| 30D | -11.2% | -1.7% | -9.5% | -11.2% |
| 3M | -7.4% | -30.1% | +22.7% | -6.4% |
| 6M | -21.3% | +2.7% | -24.0% | -23.2% |
| YTD | -36.2% | +44.1% | -80.3% | -39.8% |
| 1Y | -31.3% | +38.7% | -70.0% | -35.3% |
| 3Y | -31.1% | +309.8% | -340.8% | -44.3% |
| All | -31.1% | +312.9% | -344.0% | -44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling