+82.6%
INFY vs TRU
+225.6%
-143.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -9.8% | -9.4% | -0.4% | -6.6% |
| 30D | -13.4% | -4.1% | -9.3% | -12.2% |
| 3M | -7.2% | +13.6% | -20.8% | -11.1% |
| 6M | -20.6% | +3.6% | -24.2% | -21.7% |
| YTD | -37.5% | -9.8% | -27.6% | -35.8% |
| 1Y | -33.4% | -13.6% | -19.7% | -30.9% |
| 3Y | -32.4% | -2.0% | -30.5% | -36.1% |
| 5Y | -45.5% | -35.8% | -9.7% | -41.0% |
| 10Y | +79.7% | +142.9% | -63.2% | +22.9% |
| All | +82.6% | +225.6% | -143.0% | +15.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling