+199.8%
TER vs INFY
-26.8%
+226.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.2% | +8.7% | +4.3% |
| 7D | +0.6% | -2.9% | +3.5% | -0.4% |
| 30D | -8.3% | -6.2% | -2.1% | -9.9% |
| 3M | -12.2% | -4.9% | -7.3% | -9.6% |
| 6M | +17.0% | -16.6% | +33.6% | +22.5% |
| YTD | +84.6% | -32.9% | +117.5% | +96.5% |
| 1Y | +199.8% | -26.9% | +226.7% | +205.8% |
| All | +199.8% | -26.8% | +226.6% | +205.8% |
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