+457.4%
MDLZ vs INFY
+716.7%
-259.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.4% | +1.3% |
| 7D | 0.0% | -7.2% | +7.3% | +1.1% |
| 30D | -1.6% | -11.2% | +9.6% | +0.1% |
| 3M | +0.9% | -7.4% | +8.3% | +1.8% |
| 6M | +7.3% | -21.3% | +28.6% | +10.7% |
| YTD | +16.4% | -36.2% | +52.6% | +23.4% |
| 1Y | +3.0% | -31.3% | +34.2% | +7.6% |
| 3Y | -3.7% | -31.1% | +27.3% | -0.5% |
| 5Y | +15.6% | -44.9% | +60.5% | +22.4% |
| 10Y | +79.0% | +83.1% | -4.1% | +54.8% |
| All | +457.4% | +716.7% | -259.2% | +302.0% |
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