+173.5%
RTX vs INFY
-32.8%
+206.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.0% | -9.8% | +7.8% | -1.0% |
| 30D | -11.2% | -13.4% | +2.2% | -9.9% |
| 3M | +12.0% | -7.2% | +19.3% | +12.6% |
| 6M | -3.6% | -20.6% | +17.0% | -1.6% |
| YTD | +9.2% | -37.5% | +46.7% | +14.3% |
| 1Y | +29.7% | -33.4% | +63.1% | +34.2% |
| All | +173.5% | -32.8% | +206.3% | +185.0% |
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