+1,195.2%
AXP vs INFY
+3,441.7%
-2,246.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.7% |
| 7D | -0.6% | +5.5% | -6.2% | -2.1% |
| 30D | +5.0% | +17.3% | -12.4% | +0.3% |
| 3M | -4.2% | +0.2% | -4.5% | -4.8% |
| 6M | +2.9% | +0.3% | +2.7% | +1.6% |
| YTD | -11.6% | -27.8% | +16.2% | -5.2% |
| 1Y | -11.1% | -23.3% | +12.2% | -6.4% |
| 3Y | +116.7% | -17.8% | +134.6% | +122.6% |
| 5Y | +89.6% | -37.5% | +127.2% | +107.7% |
| 10Y | +428.4% | +128.4% | +300.0% | +311.0% |
| All | +1,195.2% | +3,441.7% | -2,246.4% | +530.6% |
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