+64.4%
IBIT vs INFY
-35.6%
+99.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | -3.2% | -5.4% | +2.2% | -2.1% |
| 30D | +22.0% | -9.9% | +31.8% | +24.6% |
| 3M | +21.4% | -4.6% | +26.0% | +21.8% |
| 6M | +9.2% | -18.5% | +27.7% | +14.0% |
| YTD | -11.8% | -36.5% | +24.7% | -1.0% |
| 1Y | -32.7% | -32.8% | +0.1% | -26.6% |
| All | +64.4% | -35.6% | +99.9% | +94.9% |
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 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