+74.7%
BND vs INFY
+161.9%
-87.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -0.9% | -9.8% | +8.8% | -1.0% |
| 30D | -1.0% | -13.4% | +12.5% | -1.0% |
| 3M | -1.2% | -7.2% | +6.0% | -1.2% |
| 6M | -2.0% | -20.6% | +18.6% | -2.1% |
| YTD | -1.2% | -37.5% | +36.3% | -1.3% |
| 1Y | -0.5% | -33.4% | +32.9% | -0.6% |
| 3Y | +12.4% | -32.4% | +44.8% | +12.3% |
| 5Y | -2.5% | -45.5% | +43.0% | -2.7% |
| 10Y | +15.0% | +79.7% | -64.7% | +16.4% |
| All | +74.7% | +161.9% | -87.2% | +77.4% |
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