+265.9%
IONQ vs INFY
-21.9%
+287.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.2% | +4.5% | +3.3% |
| 7D | +0.8% | -2.9% | +3.7% | +2.6% |
| 30D | -1.0% | -6.2% | +5.2% | +2.8% |
| 3M | -39.8% | -4.9% | -34.9% | -39.7% |
| 6M | +6.4% | -16.6% | +23.0% | +15.9% |
| YTD | -11.9% | -32.9% | +21.0% | +12.1% |
| 1Y | -6.2% | -26.9% | +20.7% | +9.3% |
| 3Y | +125.7% | -26.6% | +152.3% | +145.5% |
| 5Y | +296.0% | -44.1% | +340.1% | +423.5% |
| All | +265.9% | -21.9% | +287.8% | +351.8% |
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