+78.9%
INFY vs NI
+143.3%
-64.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -5.4% | 0.0% | -5.4% | -5.4% |
| 30D | -9.9% | -1.4% | -8.5% | -9.6% |
| 3M | -4.6% | -10.6% | +6.0% | -1.7% |
| 6M | -18.5% | -9.3% | -9.1% | -16.6% |
| YTD | -36.5% | +1.1% | -37.7% | -37.2% |
| 1Y | -32.8% | +3.4% | -36.1% | -34.0% |
| 3Y | -32.2% | +67.9% | -100.1% | -43.6% |
| 5Y | -44.7% | +98.0% | -142.6% | -57.1% |
| All | +78.9% | +143.3% | -64.4% | +28.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling