+176.9%
MCD vs INFY
+80.1%
+96.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.5% |
| 7D | -1.2% | -5.4% | +4.1% | -0.2% |
| 30D | -7.8% | -9.9% | +2.1% | -5.9% |
| 3M | -10.7% | -4.6% | -6.1% | -10.2% |
| 6M | -21.3% | -18.5% | -2.8% | -18.5% |
| YTD | -15.8% | -36.5% | +20.8% | -8.6% |
| 1Y | -16.0% | -32.8% | +16.7% | -10.4% |
| 3Y | -3.0% | -32.2% | +29.2% | +1.5% |
| 5Y | +18.6% | -44.7% | +63.3% | +28.6% |
| All | +176.9% | +80.1% | +96.9% | +111.0% |
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