+32.1%
ORCL vs INFY
-32.6%
+64.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.2% | 0.0% |
| 7D | +10.9% | -8.7% | +19.6% | +13.7% |
| 30D | +7.0% | -13.0% | +20.0% | +11.3% |
| 3M | -21.2% | -8.8% | -12.4% | -19.7% |
| 6M | +7.4% | -22.6% | +30.0% | +16.0% |
| YTD | -16.3% | -37.3% | +21.1% | -3.4% |
| 1Y | -32.3% | -33.4% | +1.1% | -24.4% |
| All | +32.1% | -32.6% | +64.8% | +52.1% |
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 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