+907.8%
BX vs INFY
+167.9%
+739.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.5% | +1.0% | +1.7% |
| 7D | -5.6% | -5.4% | -0.2% | -2.8% |
| 30D | -12.2% | -9.9% | -2.4% | -7.2% |
| 3M | +7.4% | -4.6% | +12.0% | +8.7% |
| 6M | +22.2% | -18.5% | +40.6% | +33.7% |
| YTD | -14.0% | -36.5% | +22.5% | +6.9% |
| 1Y | -27.3% | -32.8% | +5.5% | -13.4% |
| 3Y | +24.5% | -32.2% | +56.7% | +44.8% |
| 5Y | +18.9% | -44.7% | +63.6% | +53.6% |
| 10Y | +665.4% | +82.3% | +583.1% | +370.0% |
| All | +907.8% | +167.9% | +739.9% | +239.9% |
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