+379.1%
V vs INFY
+80.1%
+299.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.4% |
| 7D | -1.2% | -5.4% | +4.2% | +0.7% |
| 30D | +3.1% | -9.9% | +12.9% | +6.8% |
| 3M | +16.3% | -4.6% | +20.9% | +17.4% |
| 6M | +20.4% | -18.5% | +38.8% | +27.9% |
| YTD | +6.3% | -36.5% | +42.8% | +23.0% |
| 1Y | +8.7% | -32.8% | +41.5% | +22.2% |
| 3Y | +53.3% | -32.2% | +85.5% | +67.1% |
| 5Y | +71.1% | -44.7% | +115.7% | +99.5% |
| All | +379.1% | +80.1% | +299.1% | +217.1% |
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