+145.0%
TRV vs INFY
-31.8%
+176.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.9% |
| 7D | +1.9% | -5.4% | +7.3% | +2.6% |
| 30D | +1.7% | -9.9% | +11.6% | +3.0% |
| 3M | +23.9% | -4.6% | +28.5% | +24.3% |
| 6M | +26.3% | -18.5% | +44.7% | +28.7% |
| YTD | +30.8% | -36.5% | +67.3% | +37.1% |
| 1Y | +36.3% | -32.8% | +69.1% | +41.2% |
| 3Y | +145.0% | -32.2% | +177.2% | +156.7% |
| All | +145.0% | -31.8% | +176.8% | +156.7% |
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 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