+78.9%
INFY vs RVTY
+145.6%
-66.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +0.6% |
| 7D | -5.4% | -4.5% | -0.8% | -4.0% |
| 30D | -9.9% | +5.5% | -15.3% | -11.4% |
| 3M | -4.6% | +22.5% | -27.1% | -10.9% |
| 6M | -18.5% | +38.9% | -57.4% | -27.3% |
| YTD | -36.5% | +28.7% | -65.3% | -42.2% |
| 1Y | -32.8% | +45.5% | -78.2% | -41.3% |
| 3Y | -32.2% | +16.4% | -48.6% | -38.8% |
| 5Y | -44.7% | -32.7% | -11.9% | -40.4% |
| All | +78.9% | +145.6% | -66.8% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling