+34.3%
IR vs INFY
-45.7%
+80.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -3.1% | -9.8% | +6.7% | +0.3% |
| 30D | -14.0% | -13.4% | -0.6% | -9.9% |
| 3M | +3.7% | -7.2% | +11.0% | +5.4% |
| 6M | -15.4% | -20.6% | +5.2% | -9.4% |
| YTD | -7.7% | -37.5% | +29.8% | +7.5% |
| 1Y | -8.8% | -33.4% | +24.6% | +2.2% |
| 3Y | +5.6% | -32.4% | +38.0% | +14.7% |
| 5Y | +34.3% | -45.5% | +79.8% | +57.2% |
| All | +34.3% | -45.7% | +80.0% | +57.2% |
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 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