+2,524.3%
INFY vs RY
+4,797.7%
-2,273.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -2.8% |
| 7D | -2.9% | +3.1% | -6.0% | -4.6% |
| 30D | -6.2% | -0.3% | -5.9% | -6.2% |
| 3M | -4.9% | +8.7% | -13.6% | -9.8% |
| 6M | -16.6% | +28.5% | -45.1% | -28.4% |
| YTD | -32.9% | +25.1% | -58.0% | -41.5% |
| 1Y | -26.9% | +46.3% | -73.2% | -41.8% |
| 3Y | -26.6% | +154.9% | -181.5% | -58.3% |
| 5Y | -44.1% | +140.3% | -184.4% | -67.4% |
| 10Y | +90.0% | +377.0% | -287.1% | -27.7% |
| All | +2,524.3% | +4,797.7% | -2,273.5% | +245.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling