+18.3%
MDLZ vs INFY
-45.6%
+63.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.4% |
| 7D | 0.0% | -8.7% | +8.6% | +0.8% |
| 30D | +1.4% | -13.0% | +14.4% | +2.7% |
| 3M | 0.0% | -8.8% | +8.8% | +0.6% |
| 6M | +9.1% | -22.6% | +31.7% | +10.9% |
| YTD | +17.9% | -37.3% | +55.3% | +21.6% |
| 1Y | +3.2% | -33.4% | +36.6% | +5.7% |
| 3Y | -2.5% | -32.3% | +29.8% | -2.2% |
| All | +18.3% | -45.6% | +63.9% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling