+908.9%
INFY vs TRI
+509.5%
+399.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +0.6% |
| 7D | -5.4% | -7.9% | +2.5% | -1.2% |
| 30D | -9.9% | -4.5% | -5.3% | -7.9% |
| 3M | -4.6% | +22.1% | -26.7% | -14.9% |
| 6M | -18.5% | -2.8% | -15.7% | -18.8% |
| YTD | -36.5% | -23.4% | -13.1% | -29.6% |
| 1Y | -32.8% | -41.5% | +8.8% | -14.3% |
| 3Y | -32.2% | -19.2% | -13.0% | -30.1% |
| 5Y | -44.7% | -9.4% | -35.3% | -47.4% |
| 10Y | +82.3% | +195.6% | -113.2% | -16.3% |
| All | +908.9% | +509.5% | +399.4% | +195.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling