+224.4%
MRK vs INFY
+80.1%
+144.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | -4.3% | -5.4% | +1.1% | -3.4% |
| 30D | +8.3% | -9.9% | +18.1% | +10.2% |
| 3M | +20.0% | -4.6% | +24.6% | +20.6% |
| 6M | +25.7% | -18.5% | +44.1% | +29.3% |
| YTD | +38.7% | -36.5% | +75.3% | +48.7% |
| 1Y | +74.7% | -32.8% | +107.4% | +84.6% |
| 3Y | +45.4% | -32.2% | +77.6% | +51.3% |
| 5Y | +129.0% | -44.7% | +173.7% | +145.1% |
| All | +224.4% | +80.1% | +144.3% | +149.8% |
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 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