+0.8%
NOW vs INFY
-46.0%
+46.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.2% |
| 7D | -4.1% | -8.7% | +4.6% | +1.4% |
| 30D | +2.9% | -13.0% | +15.9% | +12.1% |
| 3M | +22.6% | -8.8% | +31.3% | +29.5% |
| 6M | +7.5% | -22.6% | +30.1% | +25.3% |
| YTD | -14.4% | -37.3% | +22.9% | +10.6% |
| 1Y | -29.8% | -33.4% | +3.6% | -13.6% |
| 3Y | +9.2% | -32.3% | +41.5% | +28.0% |
| 5Y | +0.8% | -45.2% | +46.1% | +34.1% |
| All | +0.8% | -46.0% | +46.9% | +34.1% |
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 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