+34.3%
TRV vs INFY
-26.8%
+61.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -1.0% |
| 7D | -0.1% | -2.9% | +2.8% | +0.1% |
| 30D | -3.4% | -6.2% | +2.8% | -2.9% |
| 3M | +26.4% | -4.9% | +31.3% | +26.2% |
| 6M | +19.3% | -16.6% | +35.9% | +19.7% |
| YTD | +28.3% | -32.9% | +61.3% | +29.9% |
| 1Y | +34.3% | -26.9% | +61.2% | +34.3% |
| All | +34.3% | -26.8% | +61.1% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling