+78.9%
INFY vs TRI
+196.2%
-117.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +0.8% |
| 7D | -5.4% | -7.9% | +2.5% | -2.2% |
| 30D | -9.9% | -4.5% | -5.3% | -8.3% |
| 3M | -4.6% | +22.1% | -26.7% | -12.3% |
| 6M | -18.5% | -2.8% | -15.7% | -18.7% |
| YTD | -36.5% | -23.4% | -13.1% | -31.2% |
| 1Y | -32.8% | -41.5% | +8.8% | -19.1% |
| 3Y | -32.2% | -19.2% | -13.0% | -31.3% |
| 5Y | -44.7% | -9.4% | -35.3% | -47.8% |
| All | +78.9% | +196.2% | -117.3% | +8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling