+288.1%
TER vs INFY
-31.8%
+319.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.5% |
| 7D | +6.4% | -5.4% | +11.7% | +6.6% |
| 30D | -5.7% | -9.9% | +4.2% | -5.2% |
| 3M | -0.4% | -4.6% | +4.2% | -1.0% |
| 6M | +25.8% | -18.5% | +44.3% | +30.9% |
| YTD | +96.4% | -36.5% | +132.9% | +123.8% |
| 1Y | +229.2% | -32.8% | +262.0% | +259.4% |
| 3Y | +288.1% | -32.2% | +320.3% | +317.5% |
| All | +288.1% | -31.8% | +319.9% | +317.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling