+2,097.0%
TRV vs INFY
+2,969.1%
-872.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -1.5% | -9.8% | +8.3% | +0.3% |
| 30D | -1.8% | -13.4% | +11.6% | +0.6% |
| 3M | +21.6% | -7.2% | +28.8% | +22.8% |
| 6M | +22.5% | -20.6% | +43.1% | +26.7% |
| YTD | +28.1% | -37.5% | +65.6% | +37.6% |
| 1Y | +37.0% | -33.4% | +70.4% | +45.1% |
| 3Y | +141.9% | -32.4% | +174.3% | +153.3% |
| 5Y | +158.5% | -45.5% | +204.0% | +177.9% |
| 10Y | +297.5% | +79.7% | +217.9% | +241.2% |
| All | +2,097.0% | +2,969.1% | -872.1% | +1,020.6% |
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