+17.0%
INFY vs RVMD
+620.8%
-603.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | 0.0% |
| 7D | -9.8% | -3.6% | -6.2% | -9.4% |
| 30D | -13.4% | -1.1% | -12.3% | -13.4% |
| 3M | -7.2% | +41.0% | -48.3% | -10.9% |
| 6M | -20.6% | +105.7% | -126.3% | -27.4% |
| YTD | -37.5% | +155.3% | -192.8% | -44.6% |
| 1Y | -33.4% | +402.7% | -436.1% | -45.6% |
| 3Y | -32.4% | +533.1% | -565.5% | -48.1% |
| 5Y | -45.5% | +583.5% | -629.0% | -60.6% |
| All | +17.0% | +620.8% | -603.9% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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