+2,351.6%
INFY vs TECH
+2,568.1%
-216.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -8.7% | -0.1% | -8.6% | -8.7% |
| 30D | -13.0% | +0.3% | -13.3% | -13.0% |
| 3M | -8.8% | +32.9% | -41.7% | -15.6% |
| 6M | -22.6% | +32.1% | -54.6% | -29.0% |
| YTD | -37.3% | +23.4% | -60.7% | -41.7% |
| 1Y | -33.4% | +34.1% | -67.4% | -39.6% |
| 3Y | -32.3% | +2.2% | -34.5% | -36.6% |
| 5Y | -45.2% | -41.8% | -3.4% | -42.3% |
| 10Y | +80.0% | +188.9% | -108.9% | +24.8% |
| All | +2,351.6% | +2,568.1% | -216.6% | +1,167.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling