+129.9%
TLT vs INFY
+1,042.3%
-912.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.7% |
| 7D | -0.3% | -8.7% | +8.4% | -0.9% |
| 30D | 0.0% | -13.0% | +13.0% | -1.0% |
| 3M | -2.9% | -8.8% | +5.9% | -3.4% |
| 6M | -6.3% | -22.6% | +16.3% | -7.8% |
| YTD | -3.3% | -37.3% | +34.0% | -6.3% |
| 1Y | -4.2% | -33.4% | +29.2% | -6.6% |
| 3Y | -1.7% | -32.3% | +30.6% | -3.6% |
| 5Y | -34.9% | -45.2% | +10.4% | -36.9% |
| 10Y | -19.8% | +80.0% | -99.8% | -11.9% |
| All | +129.9% | +1,042.3% | -912.5% | +200.0% |
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 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