-48.4%
INFY vs MSTU
-88.1%
+39.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.8% | +6.6% | 0.0% |
| 7D | -9.8% | -22.0% | +12.3% | -9.1% |
| 30D | -13.4% | +60.3% | -73.7% | -15.1% |
| 3M | -7.2% | -3.7% | -3.5% | -8.1% |
| 6M | -20.6% | -45.2% | +24.6% | -20.7% |
| YTD | -37.5% | -64.3% | +26.9% | -37.3% |
| 1Y | -33.4% | -94.0% | +60.6% | -29.3% |
| All | -48.4% | -88.1% | +39.7% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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