-32.2%
INFY vs NLY
+64.2%
-96.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.6% |
| 7D | -5.4% | -4.0% | -1.4% | -4.3% |
| 30D | -9.9% | -5.2% | -4.6% | -8.5% |
| 3M | -4.6% | +2.8% | -7.4% | -5.3% |
| 6M | -18.5% | +4.2% | -22.7% | -19.5% |
| YTD | -36.5% | +4.7% | -41.2% | -37.5% |
| 1Y | -32.8% | +12.7% | -45.5% | -35.2% |
| 3Y | -32.2% | +62.5% | -94.7% | -41.6% |
| All | -32.2% | +64.2% | -96.4% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NLY.
Daily Out/Under-Performance
Portfolio return minus NLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NLY 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 3y: compounded portfolio wealth divided by compounded NLY 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…
3y analysis · Full analysis span regression · 6 months rolling