+467.1%
AXP vs INFY
+80.2%
+386.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -0.5% |
| 7D | -2.5% | -8.7% | +6.2% | +1.4% |
| 30D | -5.0% | -13.0% | +7.9% | +0.8% |
| 3M | +1.4% | -8.8% | +10.1% | +4.2% |
| 6M | +6.0% | -22.6% | +28.6% | +16.8% |
| YTD | -12.3% | -37.3% | +25.0% | +5.8% |
| 1Y | +0.3% | -33.4% | +33.6% | +16.4% |
| 3Y | +111.7% | -32.3% | +144.0% | +138.8% |
| 5Y | +114.5% | -45.2% | +159.8% | +162.5% |
| 10Y | +467.1% | +80.0% | +387.0% | +265.7% |
| All | +467.1% | +80.2% | +386.8% | +265.7% |
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