+192.7%
BMY vs INFY
+2,969.1%
-2,776.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -6.4% | -9.8% | +3.4% | -5.4% |
| 30D | +0.2% | -13.4% | +13.6% | +1.6% |
| 3M | +16.0% | -7.2% | +23.2% | +16.7% |
| 6M | +8.3% | -20.6% | +28.9% | +10.5% |
| YTD | +22.2% | -37.5% | +59.6% | +27.3% |
| 1Y | +41.7% | -33.4% | +75.1% | +46.6% |
| 3Y | +20.7% | -32.4% | +53.1% | +24.2% |
| 5Y | +23.9% | -45.5% | +69.4% | +29.2% |
| 10Y | +62.9% | +79.7% | -16.8% | +50.4% |
| All | +192.7% | +2,969.1% | -2,776.3% | +137.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling