+110.7%
MCK vs INFY
-31.8%
+142.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.1% |
| 7D | -2.9% | -5.4% | +2.5% | -2.4% |
| 30D | +0.4% | -9.9% | +10.3% | +1.4% |
| 3M | +12.1% | -4.6% | +16.7% | +12.5% |
| 6M | -5.4% | -18.5% | +13.0% | -4.4% |
| YTD | +7.8% | -36.5% | +44.3% | +10.1% |
| 1Y | +22.9% | -32.8% | +55.7% | +25.4% |
| 3Y | +110.7% | -32.2% | +142.9% | +123.3% |
| All | +110.7% | -31.8% | +142.5% | +123.3% |
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