+155.2%
W vs INFY
+80.1%
+75.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.3% | 0.0% |
| 7D | -0.9% | -5.4% | +4.5% | +3.2% |
| 30D | -4.2% | -9.9% | +5.6% | +3.0% |
| 3M | +26.9% | -4.6% | +31.5% | +28.2% |
| 6M | +31.2% | -18.5% | +49.7% | +47.8% |
| YTD | -1.8% | -36.5% | +34.7% | +34.1% |
| 1Y | +9.3% | -32.8% | +42.1% | +38.7% |
| 3Y | +33.2% | -32.2% | +65.4% | +67.8% |
| 5Y | -62.4% | -44.7% | -17.7% | -43.4% |
| All | +155.2% | +80.1% | +75.1% | +60.1% |
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