+163.1%
RTX vs INFY
-44.9%
+208.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.4% |
| 7D | -1.5% | -5.4% | +3.8% | -0.8% |
| 30D | -11.0% | -9.9% | -1.1% | -9.8% |
| 3M | +7.7% | -4.6% | +12.2% | +8.0% |
| 6M | -3.9% | -18.5% | +14.6% | -1.7% |
| YTD | +9.0% | -36.5% | +45.5% | +15.2% |
| 1Y | +27.3% | -32.8% | +60.0% | +32.9% |
| 3Y | +172.9% | -32.2% | +205.1% | +181.7% |
| All | +163.1% | -44.9% | +208.0% | +172.0% |
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 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