+990.2%
IBKR vs INFY
+80.1%
+910.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.7% |
| 7D | -1.3% | -5.4% | +4.0% | +0.5% |
| 30D | -0.2% | -9.9% | +9.6% | +3.2% |
| 3M | +3.0% | -4.6% | +7.5% | +3.1% |
| 6M | +33.9% | -18.5% | +52.3% | +41.5% |
| YTD | +42.5% | -36.5% | +79.0% | +64.2% |
| 1Y | +44.9% | -32.8% | +77.6% | +62.0% |
| 3Y | +293.0% | -32.2% | +325.2% | +331.4% |
| 5Y | +497.7% | -44.7% | +542.3% | +599.9% |
| All | +990.2% | +80.1% | +910.1% | +703.9% |
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