+799.8%
MS vs INFY
+3,191.3%
-2,391.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +1.5% |
| 7D | +1.4% | -2.9% | +4.3% | +2.5% |
| 30D | -0.3% | -6.2% | +6.0% | +2.1% |
| 3M | +0.3% | -4.9% | +5.2% | +0.9% |
| 6M | +31.3% | -16.6% | +47.9% | +38.0% |
| YTD | +24.7% | -32.9% | +57.6% | +41.5% |
| 1Y | +47.9% | -26.9% | +74.8% | +61.2% |
| 3Y | +178.3% | -26.6% | +204.9% | +199.1% |
| 5Y | +144.9% | -44.1% | +189.0% | +187.8% |
| 10Y | +804.5% | +90.0% | +714.6% | +543.0% |
| All | +799.8% | +3,191.3% | -2,391.5% | +275.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling