-32.0%
INFY vs MSFU
+72.2%
-104.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.3% | -2.6% | -4.5% |
| 7D | -7.2% | -3.2% | -4.1% | -6.7% |
| 30D | -11.2% | -3.1% | -8.0% | -10.7% |
| 3M | -7.4% | +35.3% | -42.7% | -13.0% |
| 6M | -21.3% | +31.6% | -52.8% | -26.1% |
| YTD | -36.2% | -9.5% | -26.7% | -36.4% |
| 1Y | -31.3% | -18.4% | -12.8% | -30.3% |
| 3Y | -31.1% | +26.9% | -58.0% | -39.6% |
| All | -32.0% | +72.2% | -104.2% | -45.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling