-40.9%
INFY vs RACE
+62.4%
-103.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.5% |
| 7D | -4.0% | -4.0% | 0.0% | -3.0% |
| 30D | +7.8% | +3.5% | +4.3% | +6.8% |
| 3M | +0.1% | -0.4% | +0.5% | 0.0% |
| 6M | +4.2% | +23.2% | -19.0% | -1.5% |
| YTD | -29.5% | +11.0% | -40.5% | -32.1% |
| 1Y | -26.5% | -2.2% | -24.3% | -26.8% |
| 3Y | -19.8% | +22.5% | -42.3% | -29.8% |
| 5Y | -40.9% | +63.2% | -104.1% | -56.0% |
| All | -40.9% | +62.4% | -103.3% | -56.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling