-26.9%
INFY vs TECH
+36.9%
-63.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | -6.2% | +0.7% | -7.0% | -6.3% |
| 3M | -4.9% | +36.3% | -41.3% | -8.0% |
| 6M | -16.6% | +25.6% | -42.2% | -18.6% |
| YTD | -32.9% | +23.7% | -56.6% | -33.5% |
| 1Y | -26.9% | +37.6% | -64.5% | -27.1% |
| All | -26.9% | +36.9% | -63.8% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling