+1,193.8%
AXP vs INFY
+3,360.1%
-2,166.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.5% |
| 7D | -2.9% | +0.5% | -3.3% | -3.1% |
| 30D | +3.7% | +13.6% | -9.9% | 0.0% |
| 3M | -4.9% | -2.4% | -2.5% | -4.8% |
| 6M | +4.1% | +2.2% | +1.9% | +2.1% |
| YTD | -11.7% | -29.5% | +17.8% | -4.7% |
| 1Y | -11.7% | -26.1% | +14.4% | -6.2% |
| 3Y | +116.5% | -19.7% | +136.2% | +123.8% |
| 5Y | +89.5% | -39.6% | +129.1% | +109.4% |
| 10Y | +424.9% | +122.0% | +302.9% | +311.3% |
| All | +1,193.8% | +3,360.1% | -2,166.3% | +533.8% |
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