+11.3%
O vs INFY
-23.6%
+34.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +2.9% |
| 7D | +5.8% | +1.2% | +4.6% | +5.7% |
| 30D | +10.7% | +13.8% | -3.1% | +10.1% |
| 3M | -4.5% | -2.9% | -1.7% | -4.5% |
| 6M | -4.1% | +2.2% | -6.3% | -4.8% |
| YTD | +9.8% | -29.8% | +39.6% | +7.7% |
| 1Y | +11.3% | -23.3% | +34.6% | +7.5% |
| All | +11.3% | -23.6% | +34.9% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling