+2,351.6%
INFY vs RMD
+5,592.6%
-3,241.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -8.7% | -4.7% | -4.0% | -7.5% |
| 30D | -13.0% | +0.2% | -13.2% | -13.0% |
| 3M | -8.8% | +12.0% | -20.8% | -11.6% |
| 6M | -22.6% | -12.5% | -10.0% | -20.0% |
| YTD | -37.3% | -7.9% | -29.4% | -36.2% |
| 1Y | -33.4% | -20.4% | -13.0% | -29.5% |
| 3Y | -32.3% | +53.1% | -85.4% | -41.8% |
| 5Y | -45.2% | -22.1% | -23.1% | -44.4% |
| 10Y | +80.0% | +275.4% | -195.4% | +14.4% |
| All | +2,351.6% | +5,592.6% | -3,241.1% | +759.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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