+91.6%
INFY vs QSR
+205.8%
-114.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | -5.4% | -4.0% | -1.4% | -4.1% |
| 30D | -9.9% | +2.8% | -12.6% | -10.7% |
| 3M | -4.6% | +5.1% | -9.7% | -6.0% |
| 6M | -18.5% | +8.8% | -27.3% | -20.9% |
| YTD | -36.5% | +14.8% | -51.4% | -39.5% |
| 1Y | -32.8% | +25.7% | -58.5% | -37.8% |
| 3Y | -32.2% | +27.5% | -59.7% | -38.8% |
| 5Y | -44.7% | +41.3% | -85.9% | -52.4% |
| 10Y | +82.3% | +133.8% | -51.5% | +27.1% |
| All | +91.6% | +205.8% | -114.1% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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