+41.1%
MS vs INFY
-34.2%
+75.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.2% |
| 7D | -2.1% | -9.8% | +7.7% | -0.9% |
| 30D | -1.1% | -13.4% | +12.3% | +0.5% |
| 3M | +3.5% | -7.2% | +10.7% | +4.1% |
| 6M | +33.7% | -20.6% | +54.3% | +38.7% |
| YTD | +21.8% | -37.5% | +59.2% | +29.1% |
| 1Y | +41.1% | -33.4% | +74.5% | +47.0% |
| All | +41.1% | -34.2% | +75.3% | +47.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling