+78.9%
INFY vs P
+718.8%
-640.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.3% | -2.9% | +0.8% |
| 7D | -5.4% | -1.3% | -4.0% | -5.2% |
| 30D | -9.9% | -11.9% | +2.0% | -8.4% |
| 3M | -4.6% | +41.6% | -46.2% | -11.0% |
| 6M | -18.5% | +58.1% | -76.6% | -26.4% |
| YTD | -36.5% | +46.5% | -83.1% | -42.4% |
| 1Y | -32.8% | +19.1% | -51.8% | -37.6% |
| 3Y | -32.2% | +150.6% | -182.8% | -49.4% |
| 5Y | -44.7% | +271.8% | -316.4% | -63.3% |
| All | +78.9% | +718.8% | -640.0% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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