-33.2%
INFY vs ROP
-19.1%
-14.1%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | -9.8% | -8.0% | -1.8% | -5.5% |
| 30D | -13.4% | -2.7% | -10.7% | -12.0% |
| 3M | -7.2% | +16.6% | -23.8% | -14.2% |
| 6M | -20.6% | +10.4% | -31.0% | -24.6% |
| YTD | -37.5% | -12.1% | -25.4% | -35.0% |
| 1Y | -33.4% | -23.6% | -9.8% | -26.4% |
| All | -33.2% | -19.1% | -14.1% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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