+99.4%
CB vs INFY
-46.0%
+145.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.5% |
| 7D | -0.5% | -8.7% | +8.2% | +0.6% |
| 30D | -3.1% | -13.0% | +9.9% | -1.4% |
| 3M | +4.2% | -8.8% | +12.9% | +5.1% |
| 6M | +4.7% | -22.6% | +27.3% | +7.4% |
| YTD | +8.8% | -37.3% | +46.2% | +14.3% |
| 1Y | +22.6% | -33.4% | +56.0% | +27.1% |
| 3Y | +70.6% | -32.3% | +102.9% | +73.7% |
| 5Y | +99.4% | -45.2% | +144.7% | +109.3% |
| All | +99.4% | -46.0% | +145.5% | +109.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling