+100.7%
ROST vs INFY
-31.8%
+132.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.9% | +2.1% |
| 7D | +0.2% | -5.4% | +5.6% | +1.0% |
| 30D | -6.9% | -9.9% | +3.0% | -5.6% |
| 3M | -3.3% | -4.6% | +1.3% | -3.0% |
| 6M | +9.0% | -18.5% | +27.5% | +11.5% |
| YTD | +28.9% | -36.5% | +65.4% | +36.5% |
| 1Y | +54.0% | -32.8% | +86.7% | +60.6% |
| 3Y | +100.7% | -32.2% | +132.9% | +107.0% |
| All | +100.7% | -31.8% | +132.5% | +107.0% |
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 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