+392.9%
BAC vs INFY
+80.1%
+312.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | 0.0% | -5.4% | +5.4% | +2.0% |
| 30D | -2.8% | -9.9% | +7.1% | +0.8% |
| 3M | +14.2% | -4.6% | +18.8% | +14.8% |
| 6M | +30.5% | -18.5% | +49.0% | +38.5% |
| YTD | +15.8% | -36.5% | +52.3% | +34.3% |
| 1Y | +26.2% | -32.8% | +58.9% | +41.6% |
| 3Y | +136.5% | -32.2% | +168.7% | +159.1% |
| 5Y | +75.9% | -44.7% | +120.6% | +106.3% |
| All | +392.9% | +80.1% | +312.8% | +233.7% |
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