+70.3%
T vs INFY
+80.1%
-9.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.7% |
| 7D | +1.5% | -5.4% | +6.9% | +2.5% |
| 30D | +7.5% | -9.9% | +17.3% | +9.4% |
| 3M | +14.8% | -4.6% | +19.4% | +15.4% |
| 6M | -1.7% | -18.5% | +16.7% | +1.2% |
| YTD | +8.7% | -36.5% | +45.2% | +16.7% |
| 1Y | -7.5% | -32.8% | +25.3% | -2.3% |
| 3Y | +110.2% | -32.2% | +142.4% | +117.1% |
| 5Y | +71.6% | -44.7% | +116.3% | +83.3% |
| All | +70.3% | +80.1% | -9.8% | +26.1% |
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