+86.3%
INFY vs RACE
+649.8%
-563.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.4% |
| 7D | -1.7% | -1.2% | -0.5% | -1.4% |
| 30D | +7.1% | +6.1% | +0.9% | +5.1% |
| 3M | -1.0% | -0.3% | -0.7% | -1.1% |
| 6M | +5.9% | +23.4% | -17.6% | -1.0% |
| YTD | -29.5% | +12.5% | -42.1% | -32.8% |
| 1Y | -26.0% | -0.5% | -25.5% | -26.8% |
| 3Y | -19.4% | +23.6% | -43.0% | -28.5% |
| 5Y | -40.9% | +65.4% | -106.4% | -53.5% |
| 10Y | +121.9% | +715.5% | -593.6% | +10.0% |
| All | +86.3% | +649.8% | -563.4% | -11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling