+78.9%
INFY vs MSI
+605.3%
-526.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.3% |
| 7D | -5.4% | -0.4% | -5.0% | -5.2% |
| 30D | -9.9% | -0.8% | -9.1% | -9.6% |
| 3M | -4.6% | +13.9% | -18.5% | -8.8% |
| 6M | -18.5% | +1.3% | -19.8% | -19.3% |
| YTD | -36.5% | +22.3% | -58.8% | -41.7% |
| 1Y | -32.8% | -3.9% | -28.9% | -32.6% |
| 3Y | -32.2% | +69.9% | -102.1% | -46.5% |
| 5Y | -44.7% | +103.8% | -148.5% | -60.2% |
| All | +78.9% | +605.3% | -526.4% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling