+15.6%
U vs INFY
-31.8%
+47.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +3.7% |
| 7D | +5.5% | -5.4% | +10.9% | +8.6% |
| 30D | -1.3% | -9.9% | +8.6% | +4.1% |
| 3M | +64.6% | -4.6% | +69.2% | +65.2% |
| 6M | +119.4% | -18.5% | +137.8% | +143.1% |
| YTD | -0.5% | -36.5% | +36.1% | +29.8% |
| 1Y | +1.3% | -32.8% | +34.0% | +25.1% |
| 3Y | +15.6% | -32.2% | +47.8% | +36.9% |
| All | +15.6% | -31.8% | +47.4% | +36.9% |
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 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