+625.8%
NTAP vs INFY
+80.1%
+545.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.5% | +7.1% | +8.0% |
| 7D | +7.4% | -5.4% | +12.8% | +9.6% |
| 30D | -1.4% | -9.9% | +8.5% | +2.4% |
| 3M | +24.6% | -4.6% | +29.1% | +24.9% |
| 6M | +105.9% | -18.5% | +124.4% | +119.0% |
| YTD | +88.5% | -36.5% | +125.1% | +121.6% |
| 1Y | +62.1% | -32.8% | +94.8% | +84.6% |
| 3Y | +169.1% | -32.2% | +201.3% | +199.8% |
| 5Y | +141.9% | -44.7% | +186.5% | +188.8% |
| All | +625.8% | +80.1% | +545.7% | +404.2% |
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