+407.0%
AXP vs INFY
+124.5%
+282.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.1% | -1.7% | +1.6% | +0.6% |
| 30D | +4.4% | +7.1% | -2.6% | +0.9% |
| 3M | -6.4% | -1.0% | -5.5% | -6.8% |
| 6M | +4.2% | +5.9% | -1.7% | -1.0% |
| YTD | -12.4% | -29.5% | +17.2% | -0.1% |
| 1Y | -11.1% | -26.0% | +14.9% | -1.8% |
| 3Y | +114.9% | -19.4% | +134.3% | +122.7% |
| 5Y | +87.4% | -40.9% | +128.4% | +122.5% |
| All | +407.0% | +124.5% | +282.5% | +187.1% |
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