-53.1%
TE vs INFY
+18.7%
-71.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.2% |
| 7D | +0.2% | -5.4% | +5.6% | +1.7% |
| 30D | -5.9% | -9.9% | +3.9% | -3.1% |
| 3M | -45.6% | -4.6% | -41.0% | -46.2% |
| 6M | -43.4% | -18.5% | -24.9% | -40.9% |
| YTD | -31.0% | -36.5% | +5.5% | -20.6% |
| 1Y | +145.2% | -32.8% | +178.0% | +174.0% |
| 3Y | -24.1% | -32.2% | +8.1% | -14.6% |
| 5Y | -48.1% | -44.7% | -3.5% | -40.0% |
| All | -53.1% | +18.7% | -71.7% | -47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling