+503.0%
MA vs INFY
+80.1%
+422.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.1% |
| 7D | -1.7% | -5.4% | +3.7% | +0.4% |
| 30D | +1.7% | -9.9% | +11.5% | +5.8% |
| 3M | +17.2% | -4.6% | +21.8% | +18.2% |
| 6M | +13.3% | -18.5% | +31.8% | +21.3% |
| YTD | +0.2% | -36.5% | +36.7% | +18.2% |
| 1Y | -2.7% | -32.8% | +30.0% | +11.0% |
| 3Y | +39.1% | -32.2% | +71.3% | +53.3% |
| 5Y | +68.8% | -44.7% | +113.4% | +101.1% |
| All | +503.0% | +80.1% | +422.9% | +292.5% |
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 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