+195.8%
ON vs INFY
+185.2%
+10.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.7% |
| 7D | -1.9% | -8.7% | +6.8% | +2.3% |
| 30D | -11.0% | -13.0% | +1.9% | -5.4% |
| 3M | -39.3% | -8.8% | -30.6% | -38.7% |
| 6M | +19.8% | -22.6% | +42.4% | +28.8% |
| YTD | +31.1% | -37.3% | +68.4% | +54.1% |
| 1Y | +46.0% | -33.4% | +79.4% | +65.6% |
| 3Y | -27.5% | -32.3% | +4.8% | -18.8% |
| 5Y | +56.9% | -45.2% | +102.1% | +96.1% |
| 10Y | +591.8% | +80.0% | +511.8% | +393.8% |
| All | +195.8% | +185.2% | +10.6% | +12.5% |
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 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