-23.3%
INFY vs TRI
-22.4%
-0.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.4% | -3.8% | -0.2% |
| 7D | +1.2% | +1.0% | +0.3% | +0.6% |
| 30D | +13.8% | +20.8% | -7.0% | +4.8% |
| 3M | -2.9% | +8.1% | -11.0% | -6.9% |
| 6M | +2.2% | +24.2% | -22.0% | -8.8% |
| YTD | -29.8% | -7.8% | -22.1% | -33.1% |
| 1Y | -23.3% | -16.7% | -6.6% | -24.4% |
| All | -23.3% | -22.4% | -0.8% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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