+81.7%
MDLZ vs INFY
+80.1%
+1.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.3% |
| 7D | +1.9% | -5.4% | +7.3% | +3.0% |
| 30D | +0.4% | -9.9% | +10.3% | +2.4% |
| 3M | -0.6% | -4.6% | +3.9% | 0.0% |
| 6M | +14.7% | -18.5% | +33.2% | +18.5% |
| YTD | +18.0% | -36.5% | +54.5% | +27.5% |
| 1Y | +4.1% | -32.8% | +36.9% | +10.7% |
| 3Y | -4.6% | -32.2% | +27.6% | -1.0% |
| 5Y | +18.4% | -44.7% | +63.0% | +27.1% |
| All | +81.7% | +80.1% | +1.6% | +28.1% |
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