+68.6%
MAR vs INFY
-31.8%
+100.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.4% |
| 7D | -0.5% | -5.4% | +4.8% | +0.7% |
| 30D | -5.4% | -9.9% | +4.4% | -3.3% |
| 3M | -15.5% | -4.6% | -10.9% | -15.3% |
| 6M | +3.0% | -18.5% | +21.4% | +7.3% |
| YTD | +8.5% | -36.5% | +45.1% | +20.5% |
| 1Y | +26.0% | -32.8% | +58.7% | +36.0% |
| 3Y | +68.6% | -32.2% | +100.8% | +82.8% |
| All | +68.6% | -31.8% | +100.4% | +82.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling