+959.4%
MMM vs INFY
+3,191.3%
-2,231.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.4% | +0.6% |
| 7D | -3.3% | -2.9% | -0.4% | -2.9% |
| 30D | -7.0% | -6.2% | -0.8% | -6.2% |
| 3M | +10.8% | -4.9% | +15.7% | +11.3% |
| 6M | +5.8% | -16.6% | +22.4% | +8.0% |
| YTD | +6.8% | -32.9% | +39.7% | +12.1% |
| 1Y | +10.4% | -26.9% | +37.3% | +14.2% |
| 3Y | +104.7% | -26.6% | +131.3% | +111.3% |
| 5Y | +23.6% | -44.1% | +67.6% | +31.6% |
| 10Y | +54.1% | +90.0% | -35.9% | +37.8% |
| All | +959.4% | +3,191.3% | -2,231.9% | +669.2% |
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