+3,620.7%
MO vs INFY
+3,014.1%
+606.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | +0.2% |
| 7D | +0.1% | -5.4% | +5.5% | +0.6% |
| 30D | +7.1% | -9.9% | +17.0% | +8.0% |
| 3M | -2.0% | -4.6% | +2.6% | -1.7% |
| 6M | +7.3% | -18.5% | +25.8% | +8.8% |
| YTD | +23.5% | -36.5% | +60.0% | +27.4% |
| 1Y | +11.0% | -32.8% | +43.8% | +13.9% |
| 3Y | +95.0% | -32.2% | +127.2% | +98.9% |
| 5Y | +100.6% | -44.7% | +145.3% | +106.9% |
| 10Y | +114.5% | +82.3% | +32.2% | +98.8% |
| All | +3,620.7% | +3,014.1% | +606.6% | +2,548.9% |
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 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