+32.6%
NET vs INFY
-38.9%
+71.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -4.2% |
| 7D | -16.4% | +1.2% | -17.6% | -17.5% |
| 30D | -25.8% | +13.8% | -39.6% | -33.3% |
| 3M | -11.5% | -2.9% | -8.7% | -11.8% |
| 6M | +18.9% | +2.2% | +16.8% | +11.6% |
| YTD | +35.2% | -29.8% | +65.0% | +67.0% |
| 1Y | +14.5% | -23.3% | +37.7% | +28.4% |
| 3Y | +313.8% | -20.4% | +334.2% | +300.4% |
| 5Y | +32.6% | -38.6% | +71.2% | +70.3% |
| All | +32.6% | -38.9% | +71.5% | +70.3% |
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 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