-26.9%
INFY vs OPEN
-38.6%
+11.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.9% | -3.3% |
| 7D | -2.9% | -4.3% | +1.4% | -2.7% |
| 30D | -6.2% | -16.2% | +10.0% | -5.6% |
| 3M | -4.9% | -36.4% | +31.5% | -3.4% |
| 6M | -16.6% | -35.5% | +18.9% | -15.4% |
| YTD | -32.9% | -46.0% | +13.0% | -31.8% |
| 1Y | -26.9% | -47.1% | +20.3% | -25.9% |
| All | -26.9% | -38.6% | +11.7% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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