+2,874.5%
V vs INFY
+305.6%
+2,568.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.2% | 0.0% |
| 7D | -1.1% | -7.2% | +6.2% | +1.6% |
| 30D | +1.9% | -11.2% | +13.1% | +6.2% |
| 3M | +15.5% | -7.4% | +22.9% | +17.9% |
| 6M | +16.6% | -21.3% | +37.9% | +25.4% |
| YTD | +5.7% | -36.2% | +41.9% | +21.9% |
| 1Y | +8.6% | -31.3% | +39.8% | +20.9% |
| 3Y | +52.5% | -31.1% | +83.6% | +66.1% |
| 5Y | +67.1% | -44.9% | +112.0% | +94.6% |
| 10Y | +376.8% | +83.1% | +293.7% | +238.0% |
| All | +2,874.5% | +305.6% | +2,568.9% | +1,310.1% |
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 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