-26.9%
INFY vs MSFU
-18.4%
-8.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.2% | +0.9% | -2.8% |
| 7D | -2.9% | -5.7% | +2.8% | -2.3% |
| 30D | -6.2% | +4.2% | -10.4% | -6.7% |
| 3M | -4.9% | +27.9% | -32.8% | -7.0% |
| 6M | -16.6% | +37.1% | -53.7% | -20.0% |
| YTD | -32.9% | -7.4% | -25.5% | -35.1% |
| 1Y | -26.9% | -19.6% | -7.3% | -27.8% |
| All | -26.9% | -18.4% | -8.4% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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