+78.9%
INFY vs OMC
+34.2%
+44.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +1.7% |
| 7D | -5.4% | -4.4% | -1.0% | -3.8% |
| 30D | -9.9% | -7.6% | -2.3% | -7.2% |
| 3M | -4.6% | +4.5% | -9.1% | -5.9% |
| 6M | -18.5% | -0.3% | -18.2% | -18.3% |
| YTD | -36.5% | -0.1% | -36.4% | -36.7% |
| 1Y | -32.8% | +4.6% | -37.4% | -34.3% |
| 3Y | -32.2% | +10.5% | -42.7% | -36.6% |
| 5Y | -44.7% | +31.7% | -76.4% | -52.5% |
| All | +78.9% | +34.2% | +44.6% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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