+103.4%
AMGN vs INFY
-44.9%
+148.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.6% |
| 7D | -13.7% | -5.4% | -8.3% | -12.9% |
| 30D | -8.8% | -9.9% | +1.1% | -7.3% |
| 3M | +7.2% | -4.6% | +11.8% | +7.8% |
| 6M | +1.3% | -18.5% | +19.7% | +3.9% |
| YTD | +17.6% | -36.5% | +54.2% | +25.2% |
| 1Y | +37.2% | -32.8% | +69.9% | +44.1% |
| 3Y | +57.7% | -32.2% | +89.9% | +64.2% |
| All | +103.4% | -44.9% | +148.3% | +116.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling