-45.5%
INFY vs OPEN
-85.3%
+39.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.7% | +6.5% | +0.2% |
| 7D | -9.8% | -10.5% | +0.8% | -9.2% |
| 30D | -13.4% | -21.8% | +8.4% | -12.3% |
| 3M | -7.2% | -37.5% | +30.3% | -5.3% |
| 6M | -20.6% | -44.1% | +23.5% | -18.6% |
| YTD | -37.5% | -52.0% | +14.5% | -35.6% |
| 1Y | -33.4% | -52.2% | +18.8% | -32.7% |
| 3Y | -32.4% | -25.9% | -6.5% | -37.7% |
| 5Y | -45.5% | -85.1% | +39.6% | -48.1% |
| All | -45.5% | -85.3% | +39.8% | -48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling