-34.6%
INFY vs Q
+75.4%
-110.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | -0.3% |
| 7D | -9.8% | +4.1% | -13.9% | -9.4% |
| 30D | -13.4% | -10.7% | -2.7% | -14.1% |
| 3M | -7.2% | -11.7% | +4.5% | -8.8% |
| 6M | -20.6% | +8.3% | -28.9% | -25.4% |
| YTD | -37.5% | +51.3% | -88.8% | -43.8% |
| All | -34.6% | +75.4% | -110.0% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling