+22.8%
CB vs INFY
-34.2%
+57.0%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.8% | -9.8% | +7.0% | -2.2% |
| 30D | -2.4% | -13.4% | +11.0% | -1.7% |
| 3M | +2.8% | -7.2% | +10.0% | +2.8% |
| 6M | +4.8% | -20.6% | +25.4% | +4.1% |
| YTD | +9.2% | -37.5% | +46.6% | +7.5% |
| 1Y | +22.8% | -33.4% | +56.2% | +19.6% |
| All | +22.8% | -34.2% | +57.0% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling