+10,167.2%
ROST vs INFY
+2,974.7%
+7,192.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.5% |
| 7D | -2.2% | -8.7% | +6.5% | -1.0% |
| 30D | -11.4% | -13.0% | +1.5% | -9.7% |
| 3M | -1.6% | -8.8% | +7.1% | -0.6% |
| 6M | +6.8% | -22.6% | +29.4% | +10.1% |
| YTD | +25.8% | -37.3% | +63.1% | +33.0% |
| 1Y | +52.4% | -33.4% | +85.8% | +59.5% |
| 3Y | +94.4% | -32.3% | +126.7% | +101.8% |
| 5Y | +108.2% | -45.2% | +153.4% | +121.5% |
| 10Y | +308.5% | +80.0% | +228.5% | +273.2% |
| All | +10,167.2% | +2,974.7% | +7,192.5% | +9,682.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling