-33.1%
INFY vs RL
+198.9%
-231.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.3% |
| 7D | -8.7% | -0.3% | -8.4% | -8.7% |
| 30D | -13.0% | -17.5% | +4.5% | -10.4% |
| 3M | -8.8% | -14.0% | +5.2% | -6.9% |
| 6M | -22.6% | -2.0% | -20.6% | -23.0% |
| YTD | -37.3% | -4.6% | -32.7% | -37.4% |
| 1Y | -33.4% | +9.5% | -42.9% | -35.2% |
| All | -33.1% | +198.9% | -231.9% | -46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling