+1,906.9%
MSFT vs INFY
+2,974.7%
-1,067.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | 0.0% |
| 7D | -1.0% | -8.7% | +7.6% | +1.3% |
| 30D | -2.7% | -13.0% | +10.3% | +0.8% |
| 3M | +22.1% | -8.8% | +30.9% | +24.2% |
| 6M | +20.6% | -22.6% | +43.1% | +27.6% |
| YTD | +2.3% | -37.3% | +39.6% | +13.6% |
| 1Y | -0.5% | -33.4% | +32.8% | +8.2% |
| 3Y | +50.5% | -32.3% | +82.8% | +61.6% |
| 5Y | +72.3% | -45.2% | +117.6% | +94.4% |
| 10Y | +885.0% | +80.0% | +805.0% | +714.9% |
| All | +1,906.9% | +2,974.7% | -1,067.8% | +841.3% |
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