+107.8%
META vs INFY
-30.6%
+138.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.3% | +0.8% |
| 7D | +6.0% | -7.2% | +13.3% | +8.2% |
| 30D | +3.6% | -11.2% | +14.8% | +7.0% |
| 3M | +4.9% | -7.4% | +12.3% | +6.8% |
| 6M | -4.7% | -21.3% | +16.6% | +2.0% |
| YTD | -6.9% | -36.2% | +29.3% | +6.9% |
| 1Y | -18.2% | -31.3% | +13.1% | -10.5% |
| 3Y | +107.8% | -31.1% | +138.8% | +133.4% |
| All | +107.8% | -30.6% | +138.3% | +133.4% |
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