+199.5%
MCHP vs INFY
+80.1%
+119.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +2.9% |
| 7D | 0.0% | -5.4% | +5.4% | +2.8% |
| 30D | -6.0% | -9.9% | +3.8% | -1.4% |
| 3M | -19.7% | -4.6% | -15.1% | -20.3% |
| 6M | +14.0% | -18.5% | +32.5% | +21.7% |
| YTD | +18.4% | -36.5% | +55.0% | +44.4% |
| 1Y | +17.1% | -32.8% | +49.9% | +36.3% |
| 3Y | +0.7% | -32.2% | +32.9% | +15.5% |
| 5Y | +5.1% | -44.7% | +49.8% | +35.3% |
| All | +199.5% | +80.1% | +119.4% | +104.2% |
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 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