+804.2%
IWM vs INFY
+295.0%
+509.2%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +1.0% |
| 7D | +1.4% | -7.2% | +8.7% | +3.6% |
| 30D | -2.3% | -11.2% | +8.9% | +1.0% |
| 3M | +4.0% | -7.4% | +11.4% | +5.3% |
| 6M | +17.9% | -21.3% | +39.2% | +24.5% |
| YTD | +20.2% | -36.2% | +56.4% | +34.1% |
| 1Y | +25.0% | -31.3% | +56.2% | +35.8% |
| 3Y | +66.0% | -31.1% | +97.0% | +78.7% |
| 5Y | +40.0% | -44.9% | +84.9% | +59.3% |
| 10Y | +166.9% | +83.1% | +83.8% | +110.7% |
| All | +804.2% | +295.0% | +509.2% | +374.9% |
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