-5.2%
MDB vs INFY
-32.8%
+27.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.4% |
| 7D | -2.8% | -9.8% | +7.0% | +1.8% |
| 30D | -14.9% | -13.4% | -1.5% | -9.2% |
| 3M | +7.3% | -7.2% | +14.6% | +10.5% |
| 6M | +38.2% | -20.6% | +58.8% | +52.0% |
| YTD | -10.9% | -37.5% | +26.5% | +5.8% |
| 1Y | +11.6% | -33.4% | +45.0% | +27.8% |
| All | -5.2% | -32.8% | +27.6% | +10.9% |
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