+417.0%
INFY vs TMF
-68.9%
+485.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.2% |
| 7D | -2.9% | -1.4% | -1.5% | -3.1% |
| 30D | -6.2% | -2.8% | -3.4% | -6.6% |
| 3M | -4.9% | -10.9% | +6.0% | -6.1% |
| 6M | -16.6% | -21.3% | +4.7% | -18.7% |
| YTD | -32.9% | -15.9% | -17.0% | -34.1% |
| 1Y | -26.9% | -15.7% | -11.1% | -28.1% |
| 3Y | -26.6% | -43.4% | +16.8% | -29.9% |
| 5Y | -44.1% | -87.8% | +43.7% | -56.4% |
| 10Y | +90.0% | -86.7% | +176.7% | +60.8% |
| All | +417.0% | -68.9% | +485.9% | +527.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling