+273.7%
IR vs INFY
+88.9%
+184.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.8% |
| 7D | -4.5% | -5.4% | +0.9% | -2.4% |
| 30D | -13.9% | -9.9% | -4.1% | -10.6% |
| 3M | -0.3% | -4.6% | +4.2% | +0.3% |
| 6M | -14.3% | -18.5% | +4.1% | -8.8% |
| YTD | -7.9% | -36.5% | +28.7% | +7.9% |
| 1Y | -9.9% | -32.8% | +22.9% | +1.9% |
| 3Y | +6.5% | -32.2% | +38.7% | +17.7% |
| 5Y | +34.0% | -44.7% | +78.7% | +60.0% |
| All | +273.7% | +88.9% | +184.8% | +178.2% |
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