+2,351.6%
INFY vs RGEN
+6,341.0%
-3,989.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.6% |
| 7D | -8.7% | -4.6% | -4.1% | -8.2% |
| 30D | -13.0% | +1.2% | -14.1% | -13.1% |
| 3M | -8.8% | +26.8% | -35.6% | -11.3% |
| 6M | -22.6% | +29.1% | -51.6% | -25.0% |
| YTD | -37.3% | +0.7% | -38.1% | -37.8% |
| 1Y | -33.4% | +39.1% | -72.4% | -36.2% |
| 3Y | -32.3% | +2.2% | -34.6% | -34.6% |
| 5Y | -45.2% | -44.0% | -1.2% | -45.0% |
| 10Y | +80.0% | +412.7% | -332.7% | +42.3% |
| All | +2,351.6% | +6,341.0% | -3,989.4% | +1,180.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling