+21,775.7%
ISRG vs INFY
+256.6%
+21,519.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.0% | -1.7% | -0.4% | -1.6% |
| 30D | +5.6% | +7.1% | -1.5% | +3.3% |
| 3M | +10.5% | -1.0% | +11.5% | +10.2% |
| 6M | +2.6% | +5.9% | -3.2% | -0.2% |
| YTD | -21.7% | -29.5% | +7.9% | -15.3% |
| 1Y | -21.6% | -26.0% | +4.4% | -16.5% |
| 3Y | +57.0% | -19.4% | +76.4% | +61.6% |
| 5Y | +25.0% | -40.9% | +65.9% | +39.4% |
| 10Y | +542.1% | +121.9% | +420.2% | +400.9% |
| All | +21,775.7% | +256.6% | +21,519.0% | +14,669.9% |
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