+41.8%
TGT vs INFY
-31.8%
+73.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | -5.2% | -5.4% | +0.1% | -4.2% |
| 30D | +1.2% | -9.9% | +11.0% | +3.2% |
| 3M | +18.4% | -4.6% | +23.0% | +19.0% |
| 6M | +33.4% | -18.5% | +51.9% | +38.1% |
| YTD | +63.8% | -36.5% | +100.3% | +78.5% |
| 1Y | +77.2% | -32.8% | +109.9% | +89.5% |
| 3Y | +41.8% | -32.2% | +74.0% | +45.0% |
| All | +41.8% | -31.8% | +73.6% | +45.0% |
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