+60.7%
BMY vs INFY
+80.1%
-19.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.4% |
| 7D | -4.8% | -5.4% | +0.6% | -3.8% |
| 30D | -0.1% | -9.9% | +9.8% | +1.8% |
| 3M | +13.1% | -4.6% | +17.7% | +13.8% |
| 6M | +8.4% | -18.5% | +26.9% | +11.7% |
| YTD | +22.0% | -36.5% | +58.5% | +31.2% |
| 1Y | +40.3% | -32.8% | +73.0% | +48.9% |
| 3Y | +20.5% | -32.2% | +52.7% | +26.4% |
| 5Y | +23.7% | -44.7% | +68.4% | +33.2% |
| All | +60.7% | +80.1% | -19.4% | +30.6% |
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