+6.5%
IR vs INFY
-31.8%
+38.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.5% |
| 7D | -4.5% | -5.4% | +0.9% | -3.3% |
| 30D | -13.9% | -9.9% | -4.1% | -12.0% |
| 3M | -0.3% | -4.6% | +4.2% | +0.2% |
| 6M | -14.3% | -18.5% | +4.1% | -10.5% |
| YTD | -7.9% | -36.5% | +28.7% | +2.8% |
| 1Y | -9.9% | -32.8% | +22.9% | -2.6% |
| 3Y | +6.5% | -32.2% | +38.7% | +15.8% |
| All | +6.5% | -31.8% | +38.3% | +15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling