+78.9%
INFY vs TRU
+147.2%
-68.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.1% |
| 7D | -5.4% | -2.7% | -2.7% | -4.4% |
| 30D | -9.9% | -2.0% | -7.8% | -9.2% |
| 3M | -4.6% | +18.4% | -23.0% | -9.8% |
| 6M | -18.5% | +8.9% | -27.3% | -20.8% |
| YTD | -36.5% | -8.9% | -27.6% | -35.1% |
| 1Y | -32.8% | -15.9% | -16.9% | -29.6% |
| 3Y | -32.2% | -1.1% | -31.1% | -36.1% |
| 5Y | -44.7% | -35.2% | -9.5% | -39.9% |
| All | +78.9% | +147.2% | -68.3% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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