+25.7%
MMM vs INFY
-45.7%
+71.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | -3.2% | -9.8% | +6.5% | -0.7% |
| 30D | -10.7% | -13.4% | +2.7% | -7.4% |
| 3M | +4.3% | -7.2% | +11.5% | +5.7% |
| 6M | +5.9% | -20.6% | +26.5% | +11.6% |
| YTD | +3.2% | -37.5% | +40.6% | +15.8% |
| 1Y | +8.0% | -33.4% | +41.4% | +18.0% |
| 3Y | +99.1% | -32.4% | +131.5% | +115.3% |
| 5Y | +25.7% | -45.5% | +71.2% | +39.6% |
| All | +25.7% | -45.7% | +71.4% | +39.6% |
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 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