+36.1%
MRNA vs INFY
-31.8%
+67.9%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.5% | +3.9% | +4.7% |
| 7D | -1.1% | -5.4% | +4.3% | +1.6% |
| 30D | +126.1% | -9.9% | +136.0% | +138.2% |
| 3M | +190.0% | -4.6% | +194.6% | +196.0% |
| 6M | +157.2% | -18.5% | +175.7% | +178.8% |
| YTD | +388.2% | -36.5% | +424.7% | +487.0% |
| 1Y | +467.0% | -32.8% | +499.8% | +559.0% |
| 3Y | +36.1% | -32.2% | +68.3% | +56.1% |
| All | +36.1% | -31.8% | +67.9% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling