+55.3%
BE vs INFY
-23.6%
+78.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.6% | -9.0% | -4.9% |
| 7D | -12.1% | +1.2% | -13.4% | -11.1% |
| 30D | -30.1% | +13.8% | -43.8% | -24.1% |
| 3M | -12.1% | -2.9% | -9.3% | -11.9% |
| 6M | -30.6% | +2.2% | -32.7% | -25.0% |
| YTD | +130.6% | -29.8% | +160.5% | +140.6% |
| 1Y | +55.3% | -23.3% | +78.6% | +56.0% |
| All | +55.3% | -23.6% | +78.9% | +56.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling