+45.9%
VALE vs INFY
-31.8%
+77.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | -0.3% | -5.4% | +5.1% | +0.4% |
| 30D | +8.6% | -9.9% | +18.5% | +10.1% |
| 3M | +2.0% | -4.6% | +6.6% | +2.1% |
| 6M | +2.1% | -18.5% | +20.6% | +5.2% |
| YTD | +20.2% | -36.5% | +56.8% | +29.3% |
| 1Y | +55.2% | -32.8% | +87.9% | +63.0% |
| 3Y | +45.9% | -32.2% | +78.1% | +47.1% |
| All | +45.9% | -31.8% | +77.7% | +47.1% |
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 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