+114.5%
AXP vs INFY
-30.6%
+145.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +1.5% |
| 7D | +0.6% | -7.2% | +7.8% | +2.9% |
| 30D | -4.3% | -11.2% | +6.8% | -0.9% |
| 3M | +4.7% | -7.4% | +12.1% | +6.5% |
| 6M | +9.0% | -21.3% | +30.2% | +17.1% |
| YTD | -11.1% | -36.2% | +25.1% | +2.3% |
| 1Y | +1.3% | -31.3% | +32.5% | +12.0% |
| 3Y | +114.5% | -31.1% | +145.5% | +137.9% |
| All | +114.5% | -30.6% | +145.0% | +137.9% |
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 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