+176.8%
MS vs INFY
-18.9%
+195.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.1% |
| 7D | -1.7% | +0.5% | -2.2% | -1.9% |
| 30D | +0.9% | +13.6% | -12.7% | -2.2% |
| 3M | -10.8% | -2.4% | -8.5% | -10.6% |
| 6M | +0.9% | +2.2% | -1.3% | -0.7% |
| YTD | +9.8% | -29.5% | +39.3% | +20.6% |
| 1Y | +17.1% | -26.1% | +43.2% | +25.5% |
| All | +176.8% | -18.9% | +195.6% | +177.0% |
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 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