-20.4%
INFY vs NTR
+37.3%
-57.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.6% |
| 7D | +4.9% | +5.4% | -0.5% | +4.7% |
| 30D | +21.3% | +1.4% | +19.9% | +21.2% |
| 3M | +2.6% | +8.7% | -6.2% | +2.0% |
| 6M | +4.9% | -4.9% | +9.9% | +4.6% |
| YTD | -26.6% | +19.8% | -46.4% | -30.5% |
| 1Y | -20.4% | +37.0% | -57.3% | -25.4% |
| All | -20.4% | +37.3% | -57.6% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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