+16.8%
ISRG vs INFY
-32.6%
+49.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.4% |
| 7D | -5.0% | -8.7% | +3.7% | -2.3% |
| 30D | -10.2% | -13.0% | +2.8% | -6.3% |
| 3M | -17.2% | -8.8% | -8.4% | -15.3% |
| 6M | -28.4% | -22.6% | -5.9% | -23.3% |
| YTD | -37.6% | -37.3% | -0.3% | -28.8% |
| 1Y | -24.4% | -33.4% | +8.9% | -16.4% |
| All | +16.8% | -32.6% | +49.5% | +23.3% |
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