+287.6%
MP vs INFY
+56.8%
+230.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +9.5% | -1.7% | +11.1% | +10.0% |
| 30D | -3.0% | +7.1% | -10.0% | -6.2% |
| 3M | -30.4% | -1.0% | -29.4% | -31.0% |
| 6M | -39.2% | +5.9% | -45.0% | -42.8% |
| YTD | -23.3% | -29.5% | +6.3% | -12.9% |
| 1Y | -32.6% | -26.0% | -6.7% | -26.0% |
| 3Y | +159.3% | -19.4% | +178.7% | +153.9% |
| 5Y | -16.4% | -40.9% | +24.5% | +0.4% |
| All | +287.6% | +56.8% | +230.8% | +217.5% |
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