+67.6%
MA vs INFY
-45.7%
+113.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.5% | -9.8% | +6.3% | -0.4% |
| 30D | +0.7% | -13.4% | +14.1% | +5.2% |
| 3M | +15.8% | -7.2% | +23.0% | +17.6% |
| 6M | +10.2% | -20.6% | +30.8% | +17.2% |
| YTD | -0.5% | -37.5% | +37.0% | +13.8% |
| 1Y | -1.8% | -33.4% | +31.6% | +9.1% |
| 3Y | +38.7% | -32.4% | +71.2% | +49.0% |
| 5Y | +67.6% | -45.5% | +113.1% | +95.2% |
| All | +67.6% | -45.7% | +113.3% | +95.2% |
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