+2,244.7%
INTU vs INFY
+2,974.7%
-730.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.0% |
| 7D | -8.5% | -8.7% | +0.2% | -5.9% |
| 30D | -6.1% | -13.0% | +6.9% | -2.1% |
| 3M | +7.3% | -8.8% | +16.1% | +10.3% |
| 6M | -33.2% | -22.6% | -10.7% | -27.9% |
| YTD | -52.2% | -37.3% | -14.8% | -45.4% |
| 1Y | -52.7% | -33.4% | -19.3% | -47.1% |
| 3Y | -41.6% | -32.3% | -9.3% | -35.8% |
| 5Y | -42.6% | -45.2% | +2.6% | -32.9% |
| 10Y | +211.0% | +80.0% | +131.0% | +159.0% |
| All | +2,244.7% | +2,974.7% | -730.0% | +684.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling