-45.4%
INFY vs MOS
-7.6%
-37.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.7% |
| 7D | -8.7% | +1.7% | -10.4% | -8.9% |
| 30D | -13.0% | +11.7% | -24.7% | -14.0% |
| 3M | -8.8% | +23.2% | -31.9% | -11.0% |
| 6M | -22.6% | -1.6% | -20.9% | -22.9% |
| YTD | -37.3% | +10.8% | -48.2% | -38.6% |
| 1Y | -33.4% | -16.2% | -17.2% | -32.6% |
| 3Y | -32.3% | -24.2% | -8.1% | -31.7% |
| All | -45.4% | -7.6% | -37.8% | -51.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling