+64.0%
IBIT vs INFY
-36.5%
+100.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -5.8% | -9.8% | +4.0% | -3.7% |
| 30D | +21.5% | -13.4% | +34.9% | +25.2% |
| 3M | +24.5% | -7.2% | +31.7% | +25.8% |
| 6M | +10.0% | -20.6% | +30.6% | +15.6% |
| YTD | -12.0% | -37.5% | +25.4% | -0.9% |
| 1Y | -32.3% | -33.4% | +1.1% | -26.1% |
| All | +64.0% | -36.5% | +100.5% | +95.1% |
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