+78.9%
INFY vs RL
+311.3%
-232.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +1.3% |
| 7D | -5.4% | -3.4% | -1.9% | -4.7% |
| 30D | -9.9% | -14.4% | +4.6% | -7.0% |
| 3M | -4.6% | -13.6% | +9.0% | -2.0% |
| 6M | -18.5% | +0.6% | -19.0% | -19.3% |
| YTD | -36.5% | -3.6% | -32.9% | -36.7% |
| 1Y | -32.8% | +8.3% | -41.1% | -34.8% |
| 3Y | -32.2% | +204.8% | -237.0% | -48.6% |
| 5Y | -44.7% | +232.9% | -277.6% | -59.9% |
| All | +78.9% | +311.3% | -232.4% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 10y: compounded portfolio wealth divided by compounded RL 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…
10y analysis · Full analysis span regression · 6 months rolling