+2,396.4%
INFY vs MSI
+686.4%
+1,710.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -4.5% |
| 7D | -7.2% | -5.8% | -1.5% | -5.1% |
| 30D | -11.2% | -1.0% | -10.2% | -10.8% |
| 3M | -7.4% | +14.2% | -21.6% | -12.1% |
| 6M | -21.3% | +1.0% | -22.3% | -22.1% |
| YTD | -36.2% | +21.5% | -57.7% | -41.6% |
| 1Y | -31.3% | -2.1% | -29.1% | -31.9% |
| 3Y | -31.1% | +69.3% | -100.4% | -45.6% |
| 5Y | -44.9% | +99.3% | -144.2% | -59.8% |
| 10Y | +83.1% | +595.0% | -512.0% | -20.8% |
| All | +2,396.4% | +686.4% | +1,710.0% | +571.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling