+73.0%
INFY vs NTR
+97.9%
-25.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.5% |
| 7D | -5.4% | -1.3% | -4.1% | -5.1% |
| 30D | -9.9% | +16.8% | -26.6% | -13.0% |
| 3M | -4.6% | +20.7% | -25.3% | -8.8% |
| 6M | -18.5% | +0.5% | -19.0% | -19.2% |
| YTD | -36.5% | +29.2% | -65.7% | -40.9% |
| 1Y | -32.8% | +39.6% | -72.3% | -38.8% |
| 3Y | -32.2% | +37.9% | -70.1% | -39.0% |
| 5Y | -44.7% | +47.1% | -91.7% | -55.1% |
| All | +73.0% | +97.9% | -25.0% | +12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling