+68.9%
MP vs INFY
-45.2%
+114.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.4% | +3.4% |
| 7D | +3.0% | -7.2% | +10.3% | +5.9% |
| 30D | +8.3% | -11.2% | +19.5% | +13.1% |
| 3M | -3.8% | -7.4% | +3.6% | -2.8% |
| 6M | -4.9% | -21.3% | +16.3% | +3.1% |
| YTD | +9.6% | -36.2% | +45.8% | +31.4% |
| 1Y | -11.7% | -31.3% | +19.5% | +0.1% |
| 3Y | +158.5% | -31.1% | +189.6% | +170.8% |
| 5Y | +68.9% | -44.9% | +113.8% | +119.1% |
| All | +68.9% | -45.2% | +114.1% | +119.1% |
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