+50.4%
RSP vs INFY
-45.7%
+96.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -3.1% | -9.8% | +6.6% | -0.7% |
| 30D | -3.4% | -13.4% | +10.0% | -0.1% |
| 3M | +3.6% | -7.2% | +10.8% | +4.9% |
| 6M | +9.0% | -20.6% | +29.6% | +14.5% |
| YTD | +12.2% | -37.5% | +49.6% | +25.3% |
| 1Y | +15.6% | -33.4% | +48.9% | +25.8% |
| 3Y | +51.6% | -32.4% | +84.1% | +60.4% |
| 5Y | +50.4% | -45.5% | +95.9% | +66.9% |
| All | +50.4% | -45.7% | +96.1% | +66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling