+281.4%
IONQ vs INFY
-45.6%
+327.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.8% | -4.0% | -4.6% |
| 7D | +1.3% | -8.7% | +10.0% | +7.3% |
| 30D | -10.3% | -13.0% | +2.7% | -2.2% |
| 3M | -32.7% | -8.8% | -23.9% | -31.2% |
| 6M | +6.3% | -22.6% | +28.9% | +22.4% |
| YTD | -15.0% | -37.3% | +22.3% | +15.4% |
| 1Y | -13.3% | -33.4% | +20.0% | +8.9% |
| 3Y | +97.2% | -32.3% | +129.5% | +122.7% |
| All | +281.4% | -45.6% | +327.0% | +441.6% |
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