-44.6%
INFY vs NTRS
+93.2%
-137.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.1% |
| 7D | -5.4% | +1.4% | -6.8% | -5.8% |
| 30D | -9.9% | -0.7% | -9.2% | -9.7% |
| 3M | -4.6% | +11.3% | -15.9% | -8.1% |
| 6M | -18.5% | +35.5% | -54.0% | -26.6% |
| YTD | -36.5% | +40.6% | -77.1% | -43.7% |
| 1Y | -32.8% | +49.2% | -82.0% | -41.6% |
| 3Y | -32.2% | +167.2% | -199.4% | -52.5% |
| All | -44.6% | +93.2% | -137.8% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 5y: compounded portfolio wealth divided by compounded NTRS 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…
5y analysis · Full analysis span regression · 6 months rolling