-23.3%
INFY vs RACE
+10.6%
-33.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.3% | -1.7% | +1.7% |
| 7D | +1.2% | +9.9% | -8.7% | -0.7% |
| 30D | +13.8% | +12.8% | +1.0% | +11.0% |
| 3M | -2.9% | +7.4% | -10.2% | -4.3% |
| 6M | +2.2% | +27.6% | -25.4% | -2.3% |
| YTD | -29.8% | +18.4% | -48.2% | -33.6% |
| 1Y | -23.3% | +9.5% | -32.8% | -25.4% |
| All | -23.3% | +10.6% | -33.8% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 1y: compounded portfolio wealth divided by compounded RACE 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…
1y analysis · Full analysis span regression · 6 months rolling