+270.3%
ORCL vs INFY
+124.5%
+145.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +8.0% | -1.7% | +9.6% | +8.4% |
| 30D | -4.0% | +7.1% | -11.0% | -6.8% |
| 3M | -19.5% | -1.0% | -18.5% | -20.1% |
| 6M | -33.5% | +5.9% | -39.3% | -36.2% |
| YTD | -34.8% | -29.5% | -5.3% | -28.6% |
| 1Y | -41.6% | -26.0% | -15.6% | -37.4% |
| 3Y | +13.8% | -19.4% | +33.2% | +17.6% |
| 5Y | +43.4% | -40.9% | +84.3% | +61.8% |
| All | +270.3% | +124.5% | +145.8% | +158.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling