+1,202.0%
AXP vs INFY
+3,191.3%
-1,989.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.2% |
| 7D | -2.1% | -2.9% | +0.8% | -1.3% |
| 30D | -6.5% | -6.2% | -0.3% | -5.0% |
| 3M | +4.6% | -4.9% | +9.6% | +5.4% |
| 6M | +5.4% | -16.6% | +22.0% | +9.6% |
| YTD | -11.1% | -32.9% | +21.8% | -2.4% |
| 1Y | -0.3% | -26.9% | +26.6% | +6.6% |
| 3Y | +111.6% | -26.6% | +138.2% | +124.7% |
| 5Y | +117.6% | -44.1% | +161.6% | +146.1% |
| 10Y | +474.1% | +90.0% | +384.1% | +368.9% |
| All | +1,202.0% | +3,191.3% | -1,989.3% | +549.2% |
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