-35.5%
TLT vs INFY
-45.7%
+10.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -1.6% | -9.8% | +8.2% | -1.4% |
| 30D | -1.3% | -13.4% | +12.1% | -1.1% |
| 3M | -3.7% | -7.2% | +3.5% | -3.6% |
| 6M | -6.4% | -20.6% | +14.3% | -6.0% |
| YTD | -4.5% | -37.5% | +33.0% | -3.8% |
| 1Y | -5.9% | -33.4% | +27.5% | -5.3% |
| 3Y | -2.8% | -32.4% | +29.6% | -2.9% |
| All | -35.5% | -45.7% | +10.2% | -35.7% |
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