-2.2%
BA vs INFY
-32.6%
+30.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.7% |
| 7D | -1.2% | -8.7% | +7.5% | +0.4% |
| 30D | -11.3% | -13.0% | +1.6% | -9.2% |
| 3M | -3.8% | -8.8% | +5.0% | -2.6% |
| 6M | -8.3% | -22.6% | +14.3% | -4.3% |
| YTD | -4.9% | -37.3% | +32.4% | +3.4% |
| 1Y | -10.1% | -33.4% | +23.3% | -4.6% |
| All | -2.2% | -32.6% | +30.5% | +2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling