+504.9%
ABBV vs INFY
+80.1%
+424.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.5% |
| 7D | +0.3% | -5.4% | +5.6% | +1.3% |
| 30D | +3.4% | -9.9% | +13.2% | +5.4% |
| 3M | +15.2% | -4.6% | +19.8% | +15.9% |
| 6M | +14.7% | -18.5% | +33.1% | +18.5% |
| YTD | +15.2% | -36.5% | +51.7% | +24.6% |
| 1Y | +20.4% | -32.8% | +53.1% | +28.3% |
| 3Y | +91.3% | -32.2% | +123.5% | +100.1% |
| 5Y | +189.6% | -44.7% | +234.2% | +212.7% |
| All | +504.9% | +80.1% | +424.8% | +378.8% |
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 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