+2,621.1%
O vs INFY
+2,974.7%
-353.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.2% |
| 7D | -2.3% | -8.7% | +6.4% | -0.8% |
| 30D | -2.4% | -13.0% | +10.5% | -0.3% |
| 3M | -0.6% | -8.8% | +8.2% | +0.6% |
| 6M | -5.0% | -22.6% | +17.6% | -1.6% |
| YTD | +10.4% | -37.3% | +47.7% | +17.9% |
| 1Y | +6.6% | -33.4% | +39.9% | +12.4% |
| 3Y | +28.4% | -32.3% | +60.7% | +33.6% |
| 5Y | +15.3% | -45.2% | +60.5% | +23.0% |
| 10Y | +55.3% | +80.0% | -24.7% | +34.3% |
| All | +2,621.1% | +2,974.7% | -353.6% | +1,742.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling