-58.0%
NCLH vs INFY
+80.1%
-138.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +0.7% |
| 7D | -4.8% | -5.4% | +0.6% | -1.3% |
| 30D | -21.7% | -9.9% | -11.8% | -16.3% |
| 3M | -22.2% | -4.6% | -17.7% | -21.0% |
| 6M | -27.5% | -18.5% | -9.1% | -19.0% |
| YTD | -33.6% | -36.5% | +2.9% | -12.9% |
| 1Y | -45.0% | -32.8% | -12.2% | -31.7% |
| 3Y | -11.0% | -32.2% | +21.2% | +5.9% |
| 5Y | -39.7% | -44.7% | +4.9% | -18.2% |
| All | -58.0% | +80.1% | -138.0% | -76.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling