+284.9%
IR vs INFY
+89.9%
+195.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.2% | +0.3% |
| 7D | +0.6% | -7.2% | +7.9% | +3.5% |
| 30D | -13.6% | -11.2% | -2.4% | -9.7% |
| 3M | +3.7% | -7.4% | +11.1% | +5.6% |
| 6M | -13.1% | -21.3% | +8.2% | -6.0% |
| YTD | -5.1% | -36.2% | +31.1% | +10.9% |
| 1Y | -6.5% | -31.3% | +24.8% | +4.8% |
| 3Y | +8.5% | -31.1% | +39.6% | +19.0% |
| 5Y | +43.3% | -44.9% | +88.2% | +71.3% |
| All | +284.9% | +89.9% | +195.0% | +185.9% |
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