+97.0%
META vs INFY
-16.7%
+113.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.4% |
| 7D | +3.3% | +5.5% | -2.3% | +1.9% |
| 30D | -10.8% | +17.3% | -28.1% | -14.8% |
| 3M | +7.9% | +0.2% | +7.7% | +7.3% |
| 6M | +5.4% | +0.3% | +5.1% | +4.3% |
| YTD | -2.6% | -27.8% | +25.2% | +7.7% |
| 1Y | +1.9% | -23.3% | +25.1% | +8.1% |
| 3Y | +97.0% | -17.8% | +114.8% | +109.2% |
| All | +97.0% | -16.7% | +113.6% | +109.2% |
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