+129.0%
INFY vs RY
+351.1%
-222.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -1.7% | +0.6% | -2.3% | -2.0% |
| 30D | +7.1% | +5.0% | +2.0% | +4.1% |
| 3M | -1.0% | -5.3% | +4.3% | +1.7% |
| 6M | +5.9% | +13.8% | -8.0% | -2.3% |
| YTD | -29.5% | +21.0% | -50.5% | -37.3% |
| 1Y | -26.0% | +40.5% | -66.5% | -39.4% |
| 3Y | -19.4% | +159.7% | -179.1% | -54.4% |
| 5Y | -40.9% | +124.3% | -165.3% | -63.9% |
| All | +129.0% | +351.1% | -222.2% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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