+78.9%
INFY vs TRGP
+863.3%
-784.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +1.5% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -9.9% | +8.0% | -17.9% | -10.9% |
| 3M | -4.6% | +8.3% | -12.8% | -5.9% |
| 6M | -18.5% | +23.9% | -42.4% | -21.3% |
| YTD | -36.5% | +59.6% | -96.2% | -41.1% |
| 1Y | -32.8% | +79.4% | -112.2% | -38.7% |
| 3Y | -32.2% | +269.4% | -301.6% | -44.9% |
| 5Y | -44.7% | +641.6% | -686.3% | -59.7% |
| All | +78.9% | +863.3% | -784.4% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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