-44.6%
INFY vs TRMB
-39.0%
-5.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +0.9% |
| 7D | -5.4% | -3.0% | -2.3% | -4.3% |
| 30D | -9.9% | +2.3% | -12.2% | -10.6% |
| 3M | -4.6% | +15.3% | -19.9% | -9.2% |
| 6M | -18.5% | -14.7% | -3.8% | -14.1% |
| YTD | -36.5% | -26.4% | -10.1% | -29.8% |
| 1Y | -32.8% | -30.4% | -2.3% | -24.5% |
| 3Y | -32.2% | +13.5% | -45.7% | -37.9% |
| All | -44.6% | -39.0% | -5.6% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling