+41.7%
INFY vs OPEN
-71.4%
+113.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.5% | -2.3% | -4.7% |
| 7D | -7.2% | +1.0% | -8.2% | -7.3% |
| 30D | -11.2% | -11.9% | +0.7% | -10.6% |
| 3M | -7.4% | -28.8% | +21.4% | -6.0% |
| 6M | -21.3% | -38.6% | +17.3% | -19.6% |
| YTD | -36.2% | -47.3% | +11.1% | -34.6% |
| 1Y | -31.3% | -49.2% | +17.9% | -30.8% |
| 3Y | -31.1% | -18.8% | -12.3% | -36.9% |
| 5Y | -44.9% | -83.6% | +38.8% | -48.1% |
| All | +41.7% | -71.4% | +113.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling