-31.8%
INFY vs RACE
+39.5%
-71.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -4.7% |
| 7D | -7.2% | -1.0% | -6.2% | -7.1% |
| 30D | -11.2% | -1.5% | -9.6% | -11.0% |
| 3M | -7.4% | +15.5% | -22.9% | -9.5% |
| 6M | -21.3% | +17.3% | -38.6% | -23.3% |
| YTD | -36.2% | +11.1% | -47.3% | -37.6% |
| 1Y | -31.3% | -14.3% | -17.0% | -30.6% |
| All | -31.8% | +39.5% | -71.3% | -38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling