+40.9%
INFY vs OPEN
-74.0%
+114.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.5% |
| 7D | -5.4% | -11.4% | +6.0% | -4.8% |
| 30D | -9.9% | -20.1% | +10.2% | -8.8% |
| 3M | -4.6% | -37.6% | +33.0% | -2.5% |
| 6M | -18.5% | -47.1% | +28.6% | -16.1% |
| YTD | -36.5% | -52.1% | +15.6% | -34.6% |
| 1Y | -32.8% | -73.5% | +40.7% | -29.3% |
| 3Y | -32.2% | -24.4% | -7.8% | -37.7% |
| 5Y | -44.7% | -85.1% | +40.4% | -47.6% |
| All | +40.9% | -74.0% | +114.9% | +24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling