-33.4%
INFY vs TMF
-25.6%
-7.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.2% |
| 7D | -9.8% | -4.8% | -5.0% | -9.3% |
| 30D | -13.4% | -4.9% | -8.5% | -12.9% |
| 3M | -7.2% | -13.4% | +6.2% | -6.5% |
| 6M | -20.6% | -23.0% | +2.4% | -19.8% |
| YTD | -37.5% | -20.2% | -17.3% | -36.4% |
| 1Y | -33.4% | -26.5% | -6.9% | -32.2% |
| All | -33.4% | -25.6% | -7.7% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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