-0.4%
ROL vs INFY
-32.8%
+32.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.1% |
| 7D | -3.2% | -9.8% | +6.5% | -2.1% |
| 30D | -6.6% | -13.4% | +6.8% | -5.1% |
| 3M | -27.3% | -7.2% | -20.1% | -26.9% |
| 6M | -38.1% | -20.6% | -17.5% | -36.9% |
| YTD | -41.8% | -37.5% | -4.3% | -39.6% |
| 1Y | -37.8% | -33.4% | -4.4% | -35.9% |
| All | -0.4% | -32.8% | +32.4% | +1.4% |
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