-44.6%
INFY vs MTB
+104.1%
-148.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.1% | +1.4% |
| 7D | -5.4% | 0.0% | -5.4% | -5.4% |
| 30D | -9.9% | -4.8% | -5.1% | -8.6% |
| 3M | -4.6% | +6.0% | -10.5% | -6.1% |
| 6M | -18.5% | +19.6% | -38.1% | -22.6% |
| YTD | -36.5% | +21.5% | -58.0% | -40.0% |
| 1Y | -32.8% | +24.7% | -57.5% | -37.0% |
| 3Y | -32.2% | +108.6% | -140.8% | -45.4% |
| All | -44.6% | +104.1% | -148.7% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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