-45.2%
INFY vs RY
+139.4%
-184.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.3% |
| 7D | -8.7% | -0.5% | -8.2% | -8.4% |
| 30D | -13.0% | -1.9% | -11.1% | -12.3% |
| 3M | -8.8% | +5.1% | -13.9% | -11.4% |
| 6M | -22.6% | +28.2% | -50.7% | -32.2% |
| YTD | -37.3% | +22.9% | -60.2% | -43.9% |
| 1Y | -33.4% | +45.5% | -78.8% | -45.4% |
| 3Y | -32.3% | +156.7% | -189.0% | -59.9% |
| 5Y | -45.2% | +137.7% | -182.9% | -66.5% |
| All | -45.2% | +139.4% | -184.6% | -66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling