-35.7%
U vs INFY
-4.3%
-31.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +3.4% |
| 7D | +5.5% | -5.4% | +10.9% | +9.7% |
| 30D | -1.3% | -9.9% | +8.6% | +6.2% |
| 3M | +64.6% | -4.6% | +69.2% | +65.0% |
| 6M | +119.4% | -18.5% | +137.8% | +148.4% |
| YTD | -0.5% | -36.5% | +36.1% | +38.3% |
| 1Y | +1.3% | -32.8% | +34.0% | +31.7% |
| 3Y | +15.6% | -32.2% | +47.8% | +43.4% |
| 5Y | -67.5% | -44.7% | -22.8% | -50.2% |
| All | -35.7% | -4.3% | -31.4% | -28.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling