+78.9%
INFY vs TRMB
+121.9%
-43.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +1.0% |
| 7D | -5.4% | -3.0% | -2.3% | -4.4% |
| 30D | -9.9% | +2.3% | -12.2% | -10.6% |
| 3M | -4.6% | +15.3% | -19.9% | -8.9% |
| 6M | -18.5% | -14.7% | -3.8% | -14.3% |
| YTD | -36.5% | -26.4% | -10.1% | -30.1% |
| 1Y | -32.8% | -30.4% | -2.3% | -24.8% |
| 3Y | -32.2% | +13.5% | -45.7% | -37.1% |
| 5Y | -44.7% | -38.6% | -6.1% | -38.7% |
| All | +78.9% | +121.9% | -43.0% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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