+1,527.5%
META vs INFY
+214.3%
+1,313.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +2.1% |
| 7D | +6.7% | -2.9% | +9.6% | +7.8% |
| 30D | +4.8% | -6.2% | +11.0% | +7.1% |
| 3M | -1.6% | -4.9% | +3.3% | -0.7% |
| 6M | -7.5% | -16.6% | +9.1% | -2.8% |
| YTD | -6.4% | -32.9% | +26.5% | +5.6% |
| 1Y | -17.3% | -26.9% | +9.5% | -10.4% |
| 3Y | +109.9% | -26.6% | +136.5% | +125.9% |
| 5Y | +65.4% | -44.1% | +109.4% | +95.5% |
| 10Y | +391.8% | +90.0% | +301.8% | +302.0% |
| All | +1,527.5% | +214.3% | +1,313.2% | +1,129.7% |
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 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