+91.7%
AXP vs INFY
-39.5%
+131.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | -1.1% | -1.1% | 0.0% | -0.9% |
| 30D | +5.2% | +15.5% | -10.2% | -0.3% |
| 3M | -4.6% | -1.1% | -3.5% | -4.7% |
| 6M | +3.2% | -1.3% | +4.6% | +2.2% |
| YTD | -11.3% | -29.0% | +17.6% | -0.8% |
| 1Y | -11.0% | -23.3% | +12.3% | -4.3% |
| 3Y | +120.2% | -17.8% | +138.0% | +125.9% |
| 5Y | +91.7% | -39.4% | +131.2% | +115.0% |
| All | +91.7% | -39.5% | +131.2% | +115.0% |
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