+43.2%
TER vs INFY
-23.6%
+66.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.6% | -9.4% | -5.5% |
| 7D | -19.9% | +1.2% | -21.1% | -19.1% |
| 30D | -43.5% | +13.8% | -57.3% | -39.4% |
| 3M | -37.8% | -2.9% | -34.9% | -37.0% |
| 6M | -25.6% | +2.2% | -27.7% | -20.0% |
| YTD | +29.8% | -29.8% | +59.7% | +39.6% |
| 1Y | +43.2% | -23.3% | +66.5% | +47.4% |
| All | +43.2% | -23.6% | +66.7% | +47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling