+5.9%
ABT vs INFY
-31.8%
+37.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.8% | -1.6% |
| 7D | -5.9% | -5.4% | -0.5% | -5.2% |
| 30D | -8.1% | -9.9% | +1.8% | -6.9% |
| 3M | +14.5% | -4.6% | +19.1% | +14.9% |
| 6M | -6.3% | -18.5% | +12.2% | -4.7% |
| YTD | -17.1% | -36.5% | +19.4% | -14.1% |
| 1Y | -21.4% | -32.8% | +11.4% | -19.0% |
| 3Y | +5.9% | -32.2% | +38.1% | +4.3% |
| All | +5.9% | -31.8% | +37.7% | +4.3% |
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