-40.0%
INFY vs S
-57.1%
+17.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | -5.4% | -0.7% | -4.7% | -5.3% |
| 30D | -9.9% | -11.4% | +1.6% | -8.7% |
| 3M | -4.6% | +33.8% | -38.4% | -8.1% |
| 6M | -18.5% | +39.5% | -57.9% | -22.1% |
| YTD | -36.5% | +31.7% | -68.2% | -39.0% |
| 1Y | -32.8% | +7.0% | -39.7% | -34.1% |
| 3Y | -32.2% | +11.8% | -44.0% | -35.5% |
| 5Y | -44.7% | -69.0% | +24.3% | -43.9% |
| All | -40.0% | -57.1% | +17.1% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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