+31.7%
W vs INFY
-32.8%
+64.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | +0.5% | -9.8% | +10.2% | +6.5% |
| 30D | -5.6% | -13.4% | +7.8% | +2.4% |
| 3M | +41.9% | -7.2% | +49.1% | +45.8% |
| 6M | +30.2% | -20.6% | +50.8% | +47.7% |
| YTD | -2.9% | -37.5% | +34.5% | +29.5% |
| 1Y | +11.6% | -33.4% | +44.9% | +37.0% |
| All | +31.7% | -32.8% | +64.5% | +48.8% |
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