+179.1%
MS vs INFY
-30.6%
+209.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +0.5% |
| 7D | +2.5% | -7.2% | +9.7% | +4.4% |
| 30D | 0.0% | -11.2% | +11.1% | +2.9% |
| 3M | +2.4% | -7.4% | +9.9% | +3.8% |
| 6M | +36.4% | -21.3% | +57.7% | +45.1% |
| YTD | +23.8% | -36.2% | +60.0% | +40.0% |
| 1Y | +48.6% | -31.3% | +79.9% | +61.7% |
| 3Y | +179.1% | -31.1% | +210.2% | +192.7% |
| All | +179.1% | -30.6% | +209.7% | +192.7% |
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