+489.2%
VALE vs INFY
+80.1%
+409.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.8% |
| 7D | -0.3% | -5.4% | +5.1% | +1.5% |
| 30D | +8.6% | -9.9% | +18.5% | +12.1% |
| 3M | +2.0% | -4.6% | +6.6% | +2.2% |
| 6M | +2.1% | -18.5% | +20.6% | +7.7% |
| YTD | +20.2% | -36.5% | +56.8% | +37.3% |
| 1Y | +55.2% | -32.8% | +87.9% | +72.0% |
| 3Y | +45.9% | -32.2% | +78.1% | +57.3% |
| 5Y | +41.4% | -44.7% | +86.1% | +60.8% |
| All | +489.2% | +80.1% | +409.1% | +301.6% |
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 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