+246.3%
TFC vs INFY
+2,974.7%
-2,728.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.4% |
| 7D | -1.3% | -8.7% | +7.4% | +0.6% |
| 30D | -2.3% | -13.0% | +10.6% | +0.4% |
| 3M | +2.5% | -8.8% | +11.2% | +3.9% |
| 6M | +9.5% | -22.6% | +32.0% | +14.5% |
| YTD | +5.1% | -37.3% | +42.4% | +14.5% |
| 1Y | +15.5% | -33.4% | +48.8% | +23.9% |
| 3Y | +95.2% | -32.3% | +127.5% | +107.9% |
| 5Y | +14.5% | -45.2% | +59.7% | +26.9% |
| 10Y | +97.2% | +80.0% | +17.2% | +72.9% |
| All | +246.3% | +2,974.7% | -2,728.4% | +128.3% |
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