-26.9%
INFY vs TRI
-38.3%
+11.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.4% | +2.2% | -1.1% |
| 7D | -2.9% | -0.5% | -2.4% | -2.8% |
| 30D | -6.2% | +7.9% | -14.1% | -9.1% |
| 3M | -4.9% | +24.1% | -29.0% | -12.7% |
| 6M | -16.6% | +3.8% | -20.4% | -20.6% |
| YTD | -32.9% | -16.9% | -16.1% | -34.1% |
| 1Y | -26.9% | -38.4% | +11.5% | -26.5% |
| All | -26.9% | -38.3% | +11.4% | -26.5% |
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