+1,072.7%
MCD vs INFY
+3,357.3%
-2,284.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.6% | -1.7% | 0.0% | -1.5% |
| 30D | +14.1% | +7.1% | +7.1% | +13.3% |
| 3M | +0.6% | -1.0% | +1.6% | +0.6% |
| 6M | 0.0% | +5.9% | -5.8% | -0.9% |
| YTD | -9.3% | -29.5% | +20.3% | -6.7% |
| 1Y | -9.3% | -26.0% | +16.7% | -7.3% |
| 3Y | +8.6% | -19.4% | +28.0% | +9.5% |
| 5Y | +21.9% | -40.9% | +62.8% | +25.9% |
| 10Y | +202.8% | +121.9% | +80.9% | +174.2% |
| All | +1,072.7% | +3,357.3% | -2,284.6% | +899.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling