+445.3%
MP vs INFY
+49.2%
+396.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.2% | +4.6% | +2.7% |
| 7D | -2.9% | -2.9% | +0.1% | -1.8% |
| 30D | +13.8% | -6.2% | +20.1% | +16.7% |
| 3M | -16.7% | -4.9% | -11.8% | -16.4% |
| 6M | -11.5% | -16.6% | +5.1% | -6.3% |
| YTD | +7.9% | -32.9% | +40.9% | +26.4% |
| 1Y | -15.0% | -26.9% | +11.8% | -6.2% |
| 3Y | +153.5% | -26.6% | +180.1% | +163.3% |
| 5Y | +58.7% | -44.1% | +102.7% | +97.2% |
| All | +445.3% | +49.2% | +396.1% | +360.8% |
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