+5,117.4%
TMO vs INFY
+3,014.1%
+2,103.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.8% |
| 7D | -0.6% | -5.4% | +4.7% | +0.4% |
| 30D | +1.1% | -9.9% | +11.0% | +3.2% |
| 3M | +28.3% | -4.6% | +32.9% | +28.8% |
| 6M | +23.3% | -18.5% | +41.7% | +27.6% |
| YTD | +5.5% | -36.5% | +42.0% | +14.4% |
| 1Y | +24.5% | -32.8% | +57.3% | +33.2% |
| 3Y | +19.6% | -32.2% | +51.8% | +26.7% |
| 5Y | +8.1% | -44.7% | +52.8% | +18.3% |
| 10Y | +336.7% | +82.3% | +254.4% | +273.8% |
| All | +5,117.4% | +3,014.1% | +2,103.3% | +3,102.5% |
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