-33.6%
INFY vs Q
+79.8%
-113.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +1.7% |
| 7D | -5.4% | +4.9% | -10.3% | -5.0% |
| 30D | -9.9% | -11.0% | +1.1% | -10.5% |
| 3M | -4.6% | -15.2% | +10.6% | -5.6% |
| 6M | -18.5% | +8.8% | -27.3% | -23.0% |
| YTD | -36.5% | +55.1% | -91.6% | -42.9% |
| All | -33.6% | +79.8% | -113.4% | -38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling