+227.5%
LOW vs INFY
+80.1%
+147.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | -0.4% |
| 7D | -3.7% | -5.4% | +1.7% | -1.8% |
| 30D | -8.9% | -9.9% | +1.0% | -5.6% |
| 3M | -10.4% | -4.6% | -5.8% | -9.6% |
| 6M | -19.4% | -18.5% | -0.9% | -14.4% |
| YTD | -17.1% | -36.5% | +19.4% | -4.2% |
| 1Y | -26.3% | -32.8% | +6.5% | -17.4% |
| 3Y | -9.9% | -32.2% | +22.3% | -2.1% |
| 5Y | +6.1% | -44.7% | +50.8% | +23.3% |
| All | +227.5% | +80.1% | +147.4% | +117.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling