-37.8%
U vs INFY
-5.5%
-32.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.9% |
| 7D | +4.4% | -8.7% | +13.1% | +11.4% |
| 30D | -1.3% | -13.0% | +11.7% | +9.0% |
| 3M | +49.6% | -8.8% | +58.4% | +55.5% |
| 6M | +100.2% | -22.6% | +122.8% | +136.5% |
| YTD | -3.7% | -37.3% | +33.6% | +35.0% |
| 1Y | -6.5% | -33.4% | +26.9% | +22.3% |
| 3Y | +12.9% | -32.3% | +45.2% | +39.7% |
| 5Y | -68.3% | -45.2% | -23.1% | -51.1% |
| All | -37.8% | -5.5% | -32.3% | -30.6% |
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