+443.0%
MP vs INFY
+39.4%
+403.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.2% |
| 7D | -0.7% | -8.7% | +8.0% | +2.8% |
| 30D | -0.7% | -13.0% | +12.3% | +4.7% |
| 3M | 0.0% | -8.8% | +8.8% | +1.6% |
| 6M | -10.0% | -22.6% | +12.6% | -1.9% |
| YTD | +7.5% | -37.3% | +44.8% | +29.2% |
| 1Y | -14.0% | -33.4% | +19.4% | -1.2% |
| 3Y | +153.5% | -32.3% | +185.8% | +172.8% |
| 5Y | +62.7% | -45.2% | +108.0% | +103.3% |
| All | +443.0% | +39.4% | +403.6% | +371.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling