+211.9%
TER vs INFY
-45.7%
+257.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | +9.4% | -9.8% | +19.1% | +12.6% |
| 30D | -2.4% | -13.4% | +11.0% | +1.5% |
| 3M | +6.5% | -7.2% | +13.8% | +5.7% |
| 6M | +23.2% | -20.6% | +43.8% | +30.4% |
| YTD | +91.5% | -37.5% | +128.9% | +127.4% |
| 1Y | +214.8% | -33.4% | +248.2% | +255.0% |
| 3Y | +275.3% | -32.4% | +307.8% | +306.2% |
| 5Y | +211.9% | -45.5% | +257.4% | +298.5% |
| All | +211.9% | -45.7% | +257.6% | +298.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling