-45.5%
INFY vs MSI
+100.4%
-145.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | -9.8% | -1.8% | -8.0% | -9.3% |
| 30D | -13.4% | -0.6% | -12.8% | -13.3% |
| 3M | -7.2% | +13.0% | -20.3% | -10.2% |
| 6M | -20.6% | +0.5% | -21.1% | -21.1% |
| YTD | -37.5% | +21.7% | -59.2% | -41.5% |
| 1Y | -33.4% | -2.6% | -30.8% | -33.0% |
| 3Y | -32.4% | +69.7% | -102.1% | -45.3% |
| 5Y | -45.5% | +102.8% | -148.3% | -60.1% |
| All | -45.5% | +100.4% | -145.9% | -60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling