+2,658.8%
INFY vs RF
+135.7%
+2,523.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | +0.5% | -1.3% | +1.8% | +0.8% |
| 30D | +13.6% | +4.6% | +8.9% | +12.3% |
| 3M | -2.4% | -8.4% | +6.1% | -0.4% |
| 6M | +2.2% | +8.9% | -6.7% | 0.0% |
| YTD | -29.5% | +8.8% | -38.3% | -31.0% |
| 1Y | -26.1% | +18.9% | -45.0% | -29.2% |
| 3Y | -19.7% | +116.0% | -135.7% | -33.9% |
| 5Y | -39.6% | +46.0% | -85.7% | -46.5% |
| 10Y | +122.0% | +231.7% | -109.7% | +52.4% |
| All | +2,658.8% | +135.7% | +2,523.2% | +1,442.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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