+23.0%
MMM vs INFY
-23.6%
+46.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.6% | +6.9% | +9.3% |
| 7D | +12.2% | +1.2% | +11.0% | +12.1% |
| 30D | +18.8% | +13.8% | +5.1% | +17.8% |
| 3M | +7.4% | -2.9% | +10.2% | +7.6% |
| 6M | +38.3% | +2.2% | +36.2% | +37.6% |
| YTD | +22.9% | -29.8% | +52.7% | +24.3% |
| 1Y | +23.0% | -23.3% | +46.3% | +20.6% |
| All | +23.0% | -23.6% | +46.6% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling