-44.6%
INFY vs NDAQ
+48.5%
-93.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.8% |
| 7D | -5.4% | -5.9% | +0.5% | -2.9% |
| 30D | -9.9% | -4.7% | -5.2% | -8.0% |
| 3M | -4.6% | +5.5% | -10.1% | -6.8% |
| 6M | -18.5% | +7.4% | -25.8% | -21.0% |
| YTD | -36.5% | -5.5% | -31.1% | -35.5% |
| 1Y | -32.8% | -3.7% | -29.1% | -32.3% |
| 3Y | -32.2% | +85.0% | -117.2% | -47.8% |
| All | -44.6% | +48.5% | -93.1% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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