+33.0%
BLK vs INFY
-44.9%
+77.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.2% | +1.1% |
| 7D | -3.3% | -5.4% | +2.1% | -1.5% |
| 30D | -6.5% | -9.9% | +3.3% | -3.3% |
| 3M | +6.7% | -4.6% | +11.3% | +7.5% |
| 6M | +14.7% | -18.5% | +33.2% | +21.5% |
| YTD | +2.5% | -36.5% | +39.1% | +18.4% |
| 1Y | -2.8% | -32.8% | +30.0% | +8.3% |
| 3Y | +65.9% | -32.2% | +98.1% | +78.3% |
| All | +33.0% | -44.9% | +77.9% | +51.2% |
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