-9.1%
NVTS vs INFY
-46.9%
+37.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.8% | +3.7% |
| 7D | -1.4% | -5.4% | +3.9% | +0.7% |
| 30D | -16.5% | -9.9% | -6.7% | -13.3% |
| 3M | -47.6% | -4.6% | -43.1% | -48.6% |
| 6M | +7.3% | -18.5% | +25.7% | +12.9% |
| YTD | +62.9% | -36.5% | +99.4% | +102.5% |
| 1Y | +91.3% | -32.8% | +124.0% | +123.5% |
| 3Y | +43.4% | -32.2% | +75.6% | +57.5% |
| All | -9.1% | -46.9% | +37.7% | +28.7% |
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 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