+1,065.2%
NRG vs INFY
+80.1%
+985.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.2% | +1.2% |
| 7D | -4.7% | -5.4% | +0.7% | -3.2% |
| 30D | -6.0% | -9.9% | +3.9% | -3.4% |
| 3M | -8.0% | -4.6% | -3.4% | -8.4% |
| 6M | -23.2% | -18.5% | -4.7% | -20.1% |
| YTD | -28.1% | -36.5% | +8.5% | -19.1% |
| 1Y | -27.3% | -32.8% | +5.5% | -20.5% |
| 3Y | +208.7% | -32.2% | +240.9% | +232.6% |
| 5Y | +197.7% | -44.7% | +242.3% | +238.4% |
| All | +1,065.2% | +80.1% | +985.1% | +787.7% |
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