+96.0%
MMM vs INFY
-32.8%
+128.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | -3.2% | -9.8% | +6.5% | -0.9% |
| 30D | -10.7% | -13.4% | +2.7% | -7.7% |
| 3M | +4.3% | -7.2% | +11.5% | +5.6% |
| 6M | +5.9% | -20.6% | +26.5% | +11.4% |
| YTD | +3.2% | -37.5% | +40.6% | +15.7% |
| 1Y | +8.0% | -33.4% | +41.4% | +17.2% |
| All | +96.0% | -32.8% | +128.8% | +109.9% |
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