+7.7%
ISRG vs INFY
-44.9%
+52.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +1.9% |
| 7D | +0.7% | -5.4% | +6.1% | +2.8% |
| 30D | -8.0% | -9.9% | +1.8% | -4.3% |
| 3M | -10.6% | -4.6% | -6.0% | -9.6% |
| 6M | -25.1% | -18.5% | -6.6% | -20.1% |
| YTD | -34.8% | -36.5% | +1.7% | -23.6% |
| 1Y | -19.0% | -32.8% | +13.7% | -8.2% |
| 3Y | +22.1% | -32.2% | +54.3% | +33.3% |
| All | +7.7% | -44.9% | +52.6% | +28.4% |
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 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