+537.0%
TDG vs INFY
+80.1%
+456.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.6% |
| 7D | -1.9% | -5.4% | +3.5% | +0.3% |
| 30D | -7.7% | -9.9% | +2.2% | -3.9% |
| 3M | -9.3% | -4.6% | -4.8% | -8.8% |
| 6M | -9.4% | -18.5% | +9.1% | -3.2% |
| YTD | -14.3% | -36.5% | +22.3% | +1.5% |
| 1Y | -11.8% | -32.8% | +20.9% | +0.8% |
| 3Y | +52.0% | -32.2% | +84.2% | +67.7% |
| 5Y | +128.8% | -44.7% | +173.5% | +172.3% |
| All | +537.0% | +80.1% | +456.9% | +284.4% |
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