+1,010.1%
MDB vs INFY
+97.4%
+912.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.9% | +1.4% | -0.3% |
| 7D | -18.0% | -7.2% | -10.8% | -13.9% |
| 30D | -10.7% | -11.2% | +0.4% | -3.5% |
| 3M | +1.0% | -7.4% | +8.4% | +4.7% |
| 6M | +31.6% | -21.3% | +52.9% | +51.9% |
| YTD | -15.2% | -36.2% | +21.0% | +10.4% |
| 1Y | +10.1% | -31.3% | +41.4% | +34.1% |
| 3Y | -5.6% | -31.1% | +25.4% | +10.1% |
| 5Y | -24.5% | -44.9% | +20.3% | +4.9% |
| All | +1,010.1% | +97.4% | +912.7% | +615.0% |
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