+217.8%
INTU vs INFY
+80.1%
+137.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.1% |
| 7D | -3.3% | -5.4% | +2.0% | -0.6% |
| 30D | -3.9% | -9.9% | +5.9% | +1.4% |
| 3M | +16.6% | -4.6% | +21.2% | +19.2% |
| 6M | -26.4% | -18.5% | -8.0% | -18.7% |
| YTD | -51.0% | -36.5% | -14.5% | -39.5% |
| 1Y | -50.8% | -32.8% | -18.0% | -41.5% |
| 3Y | -40.1% | -32.2% | -7.9% | -31.4% |
| 5Y | -41.2% | -44.7% | +3.5% | -25.8% |
| All | +217.8% | +80.1% | +137.7% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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