+27.4%
O vs INFY
-31.8%
+59.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.2% |
| 7D | -2.9% | -5.4% | +2.5% | -2.6% |
| 30D | -4.5% | -9.9% | +5.3% | -4.0% |
| 3M | -2.6% | -4.6% | +1.9% | -2.6% |
| 6M | -5.6% | -18.5% | +12.8% | -5.2% |
| YTD | +9.3% | -36.5% | +45.8% | +10.8% |
| 1Y | +4.3% | -32.8% | +37.1% | +5.1% |
| 3Y | +27.4% | -32.2% | +59.6% | +22.5% |
| All | +27.4% | -31.8% | +59.2% | +22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling