+773.9%
MS vs INFY
+77.5%
+696.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.2% |
| 7D | -2.1% | -9.8% | +7.7% | +2.0% |
| 30D | -1.1% | -13.4% | +12.3% | +4.6% |
| 3M | +3.5% | -7.2% | +10.7% | +5.0% |
| 6M | +33.7% | -20.6% | +54.3% | +44.2% |
| YTD | +21.8% | -37.5% | +59.2% | +44.5% |
| 1Y | +41.1% | -33.4% | +74.5% | +61.2% |
| 3Y | +174.5% | -32.4% | +207.0% | +205.0% |
| 5Y | +140.7% | -45.5% | +186.1% | +189.2% |
| All | +773.9% | +77.5% | +696.4% | +501.2% |
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