+17,983.8%
ISRG vs INFY
+239.5%
+17,744.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | +0.1% |
| 7D | -1.6% | -2.9% | +1.3% | -0.8% |
| 30D | -2.3% | -6.2% | +4.0% | -0.5% |
| 3M | -12.4% | -4.9% | -7.5% | -11.5% |
| 6M | -26.8% | -16.6% | -10.2% | -23.7% |
| YTD | -35.3% | -32.9% | -2.3% | -28.7% |
| 1Y | -19.3% | -26.9% | +7.5% | -13.5% |
| 3Y | +18.1% | -26.6% | +44.7% | +25.5% |
| 5Y | +2.6% | -44.1% | +46.7% | +16.7% |
| 10Y | +379.4% | +90.0% | +289.5% | +290.7% |
| All | +17,983.8% | +239.5% | +17,744.3% | +12,344.0% |
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 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