+406.7%
BNY vs INFY
+80.1%
+326.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.4% | -0.4% |
| 7D | -1.3% | -5.4% | +4.1% | +0.3% |
| 30D | -0.2% | -9.9% | +9.7% | +2.8% |
| 3M | +14.9% | -4.6% | +19.5% | +15.3% |
| 6M | +40.0% | -18.5% | +58.5% | +47.0% |
| YTD | +42.0% | -36.5% | +78.5% | +60.9% |
| 1Y | +56.9% | -32.8% | +89.6% | +73.3% |
| 3Y | +289.9% | -32.2% | +322.1% | +322.3% |
| 5Y | +259.2% | -44.7% | +303.9% | +310.4% |
| All | +406.7% | +80.1% | +326.6% | +290.5% |
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