+74.5%
META vs INFY
-46.0%
+120.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.8% | +8.4% | +7.3% |
| 7D | +10.3% | -8.7% | +19.0% | +14.6% |
| 30D | +9.9% | -13.0% | +22.9% | +16.6% |
| 3M | +11.9% | -8.8% | +20.7% | +15.3% |
| 6M | +1.2% | -22.6% | +23.7% | +12.0% |
| YTD | -0.8% | -37.3% | +36.5% | +21.2% |
| 1Y | -14.3% | -33.4% | +19.0% | -0.6% |
| 3Y | +121.4% | -32.3% | +153.7% | +146.0% |
| 5Y | +74.5% | -45.2% | +119.7% | +129.3% |
| All | +74.5% | -46.0% | +120.5% | +129.3% |
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