-17.8%
INFY vs MOS
-24.7%
+6.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.5% |
| 7D | +5.5% | +24.8% | -19.3% | +3.7% |
| 30D | +17.3% | +22.7% | -5.3% | +15.5% |
| 3M | +0.2% | -1.2% | +1.5% | +0.2% |
| 6M | +0.3% | +5.5% | -5.3% | -0.7% |
| YTD | -27.8% | -2.0% | -25.9% | -28.6% |
| 1Y | -23.3% | -7.9% | -15.3% | -23.5% |
| 3Y | -17.8% | -25.0% | +7.1% | -17.5% |
| All | -17.8% | -24.7% | +6.8% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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