+40.3%
BP vs INFY
-32.8%
+73.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +5.7% | -9.8% | +15.5% | +6.6% |
| 30D | +8.1% | -13.4% | +21.5% | +9.4% |
| 3M | +8.6% | -7.2% | +15.8% | +8.9% |
| 6M | +18.1% | -20.6% | +38.7% | +20.3% |
| YTD | +37.6% | -37.5% | +75.1% | +44.2% |
| 1Y | +39.4% | -33.4% | +72.8% | +43.6% |
| All | +40.3% | -32.8% | +73.1% | +41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling