-42.8%
INTU vs INFY
-45.7%
+2.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -9.2% | -9.8% | +0.6% | -4.2% |
| 30D | -7.0% | -13.4% | +6.4% | +0.1% |
| 3M | +10.5% | -7.2% | +17.8% | +14.6% |
| 6M | -30.6% | -20.6% | -10.0% | -22.4% |
| YTD | -52.3% | -37.5% | -14.9% | -41.1% |
| 1Y | -51.8% | -33.4% | -18.4% | -42.9% |
| 3Y | -41.8% | -32.4% | -9.4% | -34.9% |
| 5Y | -42.8% | -45.5% | +2.7% | -28.4% |
| All | -42.8% | -45.7% | +2.8% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling