+2,347.1%
INFY vs MTB
+930.0%
+1,417.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -9.8% | -0.4% | -9.3% | -9.6% |
| 30D | -13.4% | -4.6% | -8.8% | -12.0% |
| 3M | -7.2% | +7.4% | -14.7% | -9.6% |
| 6M | -20.6% | +18.7% | -39.3% | -25.4% |
| YTD | -37.5% | +21.1% | -58.5% | -41.7% |
| 1Y | -33.4% | +24.1% | -57.4% | -38.5% |
| 3Y | -32.4% | +115.3% | -147.8% | -49.9% |
| 5Y | -45.5% | +106.0% | -151.5% | -60.3% |
| 10Y | +79.7% | +171.6% | -91.9% | +5.9% |
| All | +2,347.1% | +930.0% | +1,417.1% | +791.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling