+386.2%
ISRG vs INFY
+80.1%
+306.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +1.8% |
| 7D | +0.7% | -5.4% | +6.1% | +3.1% |
| 30D | -8.0% | -9.9% | +1.8% | -3.8% |
| 3M | -10.6% | -4.6% | -6.0% | -9.4% |
| 6M | -25.1% | -18.5% | -6.6% | -19.4% |
| YTD | -34.8% | -36.5% | +1.7% | -22.2% |
| 1Y | -19.0% | -32.8% | +13.7% | -6.6% |
| 3Y | +22.1% | -32.2% | +54.3% | +36.7% |
| 5Y | +8.2% | -44.7% | +52.9% | +31.7% |
| All | +386.2% | +80.1% | +306.1% | +244.4% |
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