+38.2%
IWM vs INFY
-45.7%
+83.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -2.5% | -9.8% | +7.2% | +0.4% |
| 30D | -4.4% | -13.4% | +9.0% | -0.4% |
| 3M | +2.2% | -7.2% | +9.5% | +3.5% |
| 6M | +14.0% | -20.6% | +34.6% | +21.1% |
| YTD | +17.4% | -37.5% | +54.8% | +34.9% |
| 1Y | +22.9% | -33.4% | +56.3% | +36.7% |
| 3Y | +62.1% | -32.4% | +94.5% | +75.1% |
| 5Y | +38.2% | -45.5% | +83.6% | +59.5% |
| All | +38.2% | -45.7% | +83.8% | +59.5% |
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