-44.6%
INFY vs RGEN
-44.2%
-0.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | -5.4% | -1.4% | -3.9% | -5.2% |
| 30D | -9.9% | -0.3% | -9.5% | -9.9% |
| 3M | -4.6% | +23.9% | -28.5% | -8.2% |
| 6M | -18.5% | +38.5% | -57.0% | -23.2% |
| YTD | -36.5% | +0.8% | -37.3% | -37.4% |
| 1Y | -32.8% | +38.2% | -71.0% | -36.9% |
| 3Y | -32.2% | +1.3% | -33.5% | -35.5% |
| All | -44.6% | -44.2% | -0.4% | -43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling