-45.5%
INFY vs S
-70.4%
+25.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.4% |
| 7D | -9.8% | +0.1% | -9.8% | -9.8% |
| 30D | -13.4% | -11.8% | -1.6% | -12.2% |
| 3M | -7.2% | +33.9% | -41.2% | -10.9% |
| 6M | -20.6% | +40.1% | -60.7% | -24.3% |
| YTD | -37.5% | +32.1% | -69.5% | -40.1% |
| 1Y | -33.4% | +11.0% | -44.4% | -35.1% |
| 3Y | -32.4% | +16.9% | -49.4% | -36.3% |
| 5Y | -45.5% | -68.9% | +23.4% | -43.3% |
| All | -45.5% | -70.4% | +25.0% | -43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling