+115.6%
MSTR vs INFY
-45.6%
+161.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -1.5% |
| 7D | +7.7% | -8.7% | +16.4% | +15.1% |
| 30D | +36.3% | -13.0% | +49.3% | +50.6% |
| 3M | +13.4% | -8.8% | +22.2% | +18.4% |
| 6M | -4.5% | -22.6% | +18.1% | +11.6% |
| YTD | -12.7% | -37.3% | +24.7% | +20.2% |
| 1Y | -59.6% | -33.4% | -26.2% | -48.6% |
| 3Y | +272.5% | -32.3% | +304.8% | +332.9% |
| All | +115.6% | -45.6% | +161.1% | +227.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling