+686.5%
MS vs INFY
+3,357.3%
-2,670.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | +3.7% | -4.0% | +7.7% | +5.2% |
| 30D | +2.0% | +7.8% | -5.8% | -1.5% |
| 3M | -12.6% | +0.1% | -12.6% | -13.6% |
| 6M | -0.3% | +4.2% | -4.5% | -4.5% |
| YTD | +9.0% | -29.5% | +38.5% | +20.1% |
| 1Y | +13.9% | -26.5% | +40.4% | +23.0% |
| 3Y | +173.6% | -19.8% | +193.4% | +181.7% |
| 5Y | +122.0% | -40.9% | +162.9% | +153.5% |
| 10Y | +551.2% | +121.9% | +429.4% | +333.7% |
| All | +686.5% | +3,357.3% | -2,670.7% | +219.1% |
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