+1,363.2%
TER vs INFY
+3,031.0%
-1,667.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.9% | +9.1% | +6.0% |
| 7D | +11.0% | -7.2% | +18.2% | +13.9% |
| 30D | -1.9% | -11.2% | +9.3% | +2.0% |
| 3M | -0.7% | -7.4% | +6.7% | -1.2% |
| 6M | +36.4% | -21.3% | +57.6% | +42.6% |
| YTD | +92.4% | -36.2% | +128.6% | +115.9% |
| 1Y | +213.5% | -31.3% | +244.8% | +240.3% |
| 3Y | +277.2% | -31.1% | +308.3% | +307.1% |
| 5Y | +219.1% | -44.9% | +264.0% | +276.6% |
| 10Y | +1,744.2% | +83.1% | +1,661.2% | +1,260.1% |
| All | +1,363.2% | +3,031.0% | -1,667.7% | +518.5% |
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 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