+23.4%
BA vs INFY
+124.5%
-101.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -0.6% | -4.0% | +3.4% | +1.3% |
| 30D | -8.0% | +7.8% | -15.8% | -11.8% |
| 3M | -25.8% | +0.1% | -25.9% | -26.6% |
| 6M | -27.6% | +4.2% | -31.8% | -31.0% |
| YTD | -21.0% | -29.5% | +8.6% | -9.7% |
| 1Y | -12.3% | -26.5% | +14.3% | -2.8% |
| 3Y | -12.8% | -19.8% | +7.0% | -12.4% |
| 5Y | -22.4% | -40.9% | +18.6% | -8.0% |
| All | +23.4% | +124.5% | -101.1% | -37.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling