+279.2%
RTX vs INFY
+80.1%
+199.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.6% |
| 7D | -1.5% | -5.4% | +3.8% | 0.0% |
| 30D | -11.0% | -9.9% | -1.1% | -8.4% |
| 3M | +7.7% | -4.6% | +12.2% | +8.3% |
| 6M | -3.9% | -18.5% | +14.6% | +0.8% |
| YTD | +9.0% | -36.5% | +45.5% | +22.5% |
| 1Y | +27.3% | -32.8% | +60.0% | +39.6% |
| 3Y | +172.9% | -32.2% | +205.1% | +190.6% |
| 5Y | +165.2% | -44.7% | +209.8% | +196.2% |
| All | +279.2% | +80.1% | +199.1% | +146.0% |
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