-19.3%
ISRG vs INFY
-26.8%
+7.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.1% |
| 7D | -1.6% | -2.9% | +1.3% | -0.9% |
| 30D | -2.3% | -6.2% | +4.0% | -0.8% |
| 3M | -12.4% | -4.9% | -7.5% | -12.1% |
| 6M | -26.8% | -16.6% | -10.2% | -24.8% |
| YTD | -35.3% | -32.9% | -2.3% | -30.7% |
| 1Y | -19.3% | -26.9% | +7.5% | -17.0% |
| All | -19.3% | -26.8% | +7.5% | -17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling