-32.8%
INFY vs RL
+8.8%
-41.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +1.4% |
| 7D | -5.4% | -3.4% | -1.9% | -5.1% |
| 30D | -9.9% | -14.4% | +4.6% | -8.6% |
| 3M | -4.6% | -13.6% | +9.0% | -3.6% |
| 6M | -18.5% | +0.6% | -19.0% | -19.3% |
| YTD | -36.5% | -3.6% | -32.9% | -36.3% |
| 1Y | -32.8% | +8.3% | -41.1% | -34.3% |
| All | -32.8% | +8.8% | -41.5% | -34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling