+66.7%
IBIT vs INFY
-35.2%
+101.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +3.0% | -0.8% |
| 7D | +1.4% | -7.2% | +8.7% | +3.1% |
| 30D | +20.6% | -11.2% | +31.8% | +23.6% |
| 3M | +23.7% | -7.4% | +31.1% | +25.1% |
| 6M | +15.0% | -21.3% | +36.3% | +21.4% |
| YTD | -10.6% | -36.2% | +25.6% | +0.3% |
| 1Y | -30.3% | -31.3% | +0.9% | -24.5% |
| All | +66.7% | -35.2% | +101.9% | +97.4% |
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