+241.1%
IONQ vs INFY
-27.2%
+268.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -5.6% | -9.8% | +4.2% | +0.3% |
| 30D | -15.2% | -13.4% | -1.8% | -7.7% |
| 3M | -34.9% | -7.2% | -27.7% | -34.4% |
| 6M | +4.9% | -20.6% | +25.5% | +17.3% |
| YTD | -17.9% | -37.5% | +19.6% | +9.0% |
| 1Y | -16.0% | -33.4% | +17.4% | +4.0% |
| 3Y | +90.5% | -32.4% | +122.9% | +118.3% |
| 5Y | +268.4% | -45.5% | +313.9% | +403.9% |
| All | +241.1% | -27.2% | +268.3% | +339.0% |
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