+97.5%
REGN vs INFY
+80.1%
+17.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -1.8% |
| 7D | -5.6% | -5.4% | -0.2% | -4.5% |
| 30D | -2.0% | -9.9% | +7.9% | +0.1% |
| 3M | +28.0% | -4.6% | +32.5% | +28.6% |
| 6M | +1.2% | -18.5% | +19.6% | +4.6% |
| YTD | +1.6% | -36.5% | +38.2% | +10.5% |
| 1Y | +38.2% | -32.8% | +71.0% | +47.7% |
| 3Y | -5.4% | -32.2% | +26.8% | +0.1% |
| 5Y | +21.3% | -44.7% | +66.0% | +32.3% |
| All | +97.5% | +80.1% | +17.4% | +72.0% |
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