+0.7%
MCHP vs INFY
-31.8%
+32.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.3% |
| 7D | 0.0% | -5.4% | +5.4% | +1.5% |
| 30D | -6.0% | -9.9% | +3.8% | -3.5% |
| 3M | -19.7% | -4.6% | -15.1% | -19.9% |
| 6M | +14.0% | -18.5% | +32.5% | +20.9% |
| YTD | +18.4% | -36.5% | +55.0% | +42.3% |
| 1Y | +17.1% | -32.8% | +49.9% | +33.1% |
| 3Y | +0.7% | -32.2% | +32.9% | +13.2% |
| All | +0.7% | -31.8% | +32.5% | +13.2% |
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 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