-44.6%
INFY vs TECH
-43.3%
-1.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.2% |
| 6M | -18.5% | +34.9% | -53.4% | -24.1% |
| YTD | -36.5% | +23.2% | -59.7% | -39.8% |
| 1Y | -32.8% | +36.3% | -69.1% | -37.8% |
| 3Y | -32.2% | +2.3% | -34.5% | -35.6% |
| All | -44.6% | -43.3% | -1.3% | -39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling