-33.2%
INFY vs MSI
+69.5%
-102.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | -9.8% | -1.8% | -8.0% | -9.5% |
| 30D | -13.4% | -0.6% | -12.8% | -13.3% |
| 3M | -7.2% | +13.0% | -20.3% | -8.7% |
| 6M | -20.6% | +0.5% | -21.1% | -21.1% |
| YTD | -37.5% | +21.7% | -59.2% | -39.7% |
| 1Y | -33.4% | -2.6% | -30.8% | -32.4% |
| All | -33.2% | +69.5% | -102.7% | -38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling