+75.8%
BA vs INFY
+80.1%
-4.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.1% |
| 7D | -0.8% | -5.4% | +4.5% | +1.8% |
| 30D | -9.0% | -9.9% | +0.9% | -4.6% |
| 3M | -5.0% | -4.6% | -0.5% | -4.4% |
| 6M | -1.7% | -18.5% | +16.8% | +6.0% |
| YTD | -3.1% | -36.5% | +33.5% | +17.2% |
| 1Y | -4.3% | -32.8% | +28.4% | +10.7% |
| 3Y | -0.3% | -32.2% | +31.9% | +10.1% |
| 5Y | +0.1% | -44.7% | +44.7% | +21.5% |
| All | +75.8% | +80.1% | -4.3% | -1.0% |
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 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