+1,489.3%
NRG vs INFY
+555.9%
+933.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.2% | +1.1% |
| 7D | -4.7% | -5.4% | +0.7% | -2.9% |
| 30D | -6.0% | -9.9% | +3.9% | -2.9% |
| 3M | -8.0% | -4.6% | -3.4% | -8.4% |
| 6M | -23.2% | -18.5% | -4.7% | -19.9% |
| YTD | -28.1% | -36.5% | +8.5% | -18.8% |
| 1Y | -27.3% | -32.8% | +5.5% | -20.2% |
| 3Y | +208.7% | -32.2% | +240.9% | +234.2% |
| 5Y | +197.7% | -44.7% | +242.3% | +240.1% |
| 10Y | +1,103.3% | +82.3% | +1,021.0% | +748.2% |
| All | +1,489.3% | +555.9% | +933.4% | +586.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling