+138.4%
NVO vs INFY
+91.9%
+46.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.8% | -3.9% | -0.3% |
| 7D | -6.8% | -0.9% | -5.9% | -6.6% |
| 30D | -4.1% | -4.1% | -0.1% | -3.2% |
| 3M | +0.3% | -1.2% | +1.5% | +0.1% |
| 6M | +20.2% | -10.7% | +30.9% | +22.6% |
| YTD | -10.3% | -33.5% | +23.2% | -1.8% |
| 1Y | -16.9% | -29.1% | +12.2% | -10.6% |
| 3Y | -50.9% | -29.6% | -21.3% | -47.3% |
| 5Y | -2.6% | -42.1% | +39.5% | +7.6% |
| 10Y | +138.4% | +92.5% | +45.9% | +92.8% |
| All | +138.4% | +91.9% | +46.5% | +92.8% |
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