+78.9%
INFY vs RACE
+844.0%
-765.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.1% |
| 7D | -5.4% | +0.9% | -6.3% | -5.6% |
| 30D | -9.9% | +1.6% | -11.5% | -10.3% |
| 3M | -4.6% | +13.2% | -17.7% | -8.2% |
| 6M | -18.5% | +22.9% | -41.3% | -23.7% |
| YTD | -36.5% | +13.3% | -49.8% | -39.5% |
| 1Y | -32.8% | -12.7% | -20.1% | -31.2% |
| 3Y | -32.2% | +40.3% | -72.5% | -42.8% |
| 5Y | -44.7% | +96.5% | -141.2% | -59.5% |
| All | +78.9% | +844.0% | -765.1% | -11.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling