+57.4%
MAR vs INFY
-23.6%
+80.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +1.7% |
| 7D | +7.7% | +1.2% | +6.5% | +7.5% |
| 30D | +19.4% | +13.8% | +5.6% | +17.6% |
| 3M | +23.3% | -2.9% | +26.2% | +23.5% |
| 6M | +22.8% | +2.2% | +20.7% | +21.9% |
| YTD | +37.8% | -29.8% | +67.6% | +42.8% |
| 1Y | +57.4% | -23.3% | +80.6% | +52.7% |
| All | +57.4% | -23.6% | +80.9% | +52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling