+75.6%
BAC vs INFY
-45.7%
+121.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -0.3% | -9.8% | +9.5% | +2.7% |
| 30D | -1.8% | -13.4% | +11.7% | +2.3% |
| 3M | +15.3% | -7.2% | +22.5% | +16.8% |
| 6M | +30.2% | -20.6% | +50.8% | +38.0% |
| YTD | +15.6% | -37.5% | +53.0% | +31.6% |
| 1Y | +27.5% | -33.4% | +60.8% | +40.6% |
| 3Y | +137.0% | -32.4% | +169.5% | +153.8% |
| 5Y | +75.6% | -45.5% | +121.1% | +100.9% |
| All | +75.6% | -45.7% | +121.2% | +100.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling