+3.7%
U vs INFY
-26.8%
+30.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | +0.3% |
| 7D | -3.8% | -2.9% | -0.9% | -2.7% |
| 30D | +17.5% | -6.2% | +23.7% | +20.3% |
| 3M | +38.7% | -4.9% | +43.6% | +41.0% |
| 6M | +104.4% | -16.6% | +121.0% | +122.3% |
| YTD | -5.7% | -32.9% | +27.2% | +14.0% |
| 1Y | +3.7% | -26.9% | +30.6% | +16.6% |
| All | +3.7% | -26.8% | +30.5% | +16.6% |
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 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