+275.1%
BLK vs INFY
+80.1%
+195.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.2% | +1.1% |
| 7D | -3.3% | -5.4% | +2.1% | -1.2% |
| 30D | -6.5% | -9.9% | +3.3% | -2.8% |
| 3M | +6.7% | -4.6% | +11.3% | +7.6% |
| 6M | +14.7% | -18.5% | +33.2% | +22.2% |
| YTD | +2.5% | -36.5% | +39.1% | +19.9% |
| 1Y | -2.8% | -32.8% | +30.0% | +9.8% |
| 3Y | +65.9% | -32.2% | +98.1% | +82.4% |
| 5Y | +33.0% | -44.7% | +77.7% | +57.6% |
| All | +275.1% | +80.1% | +195.0% | +164.5% |
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 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