-45.4%
INFY vs P
+268.9%
-314.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | -1.4% |
| 7D | -8.7% | +5.0% | -13.7% | -9.1% |
| 30D | -13.0% | -0.9% | -12.0% | -13.2% |
| 3M | -8.8% | +38.7% | -47.4% | -12.6% |
| 6M | -22.6% | +54.4% | -76.9% | -27.6% |
| YTD | -37.3% | +44.8% | -82.2% | -41.3% |
| 1Y | -33.4% | +22.5% | -55.9% | -37.0% |
| 3Y | -32.3% | +148.2% | -180.5% | -47.0% |
| All | -45.4% | +268.9% | -314.3% | -61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling