+78.9%
INFY vs TECH
+189.9%
-111.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -5.4% | -0.4% | -5.0% | -5.3% |
| 30D | -9.9% | 0.0% | -9.8% | -9.8% |
| 3M | -4.6% | +33.7% | -38.2% | -11.9% |
| 6M | -18.5% | +34.9% | -53.4% | -25.9% |
| YTD | -36.5% | +23.2% | -59.7% | -40.9% |
| 1Y | -32.8% | +36.3% | -69.1% | -39.4% |
| 3Y | -32.2% | +2.3% | -34.5% | -36.7% |
| 5Y | -44.7% | -42.9% | -1.8% | -39.2% |
| All | +78.9% | +189.9% | -111.1% | +17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling