+1,415.3%
AMGN vs INFY
+3,014.1%
-1,598.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.6% |
| 7D | -13.7% | -5.4% | -8.3% | -12.8% |
| 30D | -8.8% | -9.9% | +1.1% | -7.2% |
| 3M | +7.2% | -4.6% | +11.8% | +7.8% |
| 6M | +1.3% | -18.5% | +19.7% | +4.2% |
| YTD | +17.6% | -36.5% | +54.2% | +25.8% |
| 1Y | +37.2% | -32.8% | +69.9% | +44.9% |
| 3Y | +57.7% | -32.2% | +89.9% | +65.1% |
| 5Y | +106.3% | -44.7% | +150.9% | +120.8% |
| 10Y | +205.3% | +82.3% | +123.0% | +162.1% |
| All | +1,415.3% | +3,014.1% | -1,598.8% | +749.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling