-23.3%
INFY vs RGEN
+19.5%
-42.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +1.2% | -3.5% | +4.8% | +1.7% |
| 30D | +13.8% | -6.0% | +19.7% | +14.7% |
| 3M | -2.9% | +19.0% | -21.8% | -7.8% |
| 6M | +2.2% | +50.7% | -48.6% | -9.8% |
| YTD | -29.8% | +8.8% | -38.6% | -34.1% |
| 1Y | -23.3% | +21.3% | -44.6% | -29.6% |
| All | -23.3% | +19.5% | -42.8% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling