-26.9%
INFY vs NI
+1.4%
-28.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.3% |
| 7D | -2.9% | +2.0% | -4.9% | -2.8% |
| 30D | -6.2% | -3.5% | -2.7% | -6.4% |
| 3M | -4.9% | -9.1% | +4.2% | -4.8% |
| 6M | -16.6% | -11.8% | -4.7% | -16.5% |
| YTD | -32.9% | +1.1% | -34.0% | -34.6% |
| 1Y | -26.9% | +6.7% | -33.6% | -28.7% |
| All | -26.9% | +1.4% | -28.3% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling