+143.8%
IBM vs INFY
+80.1%
+63.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.5% | +3.4% |
| 7D | +3.6% | -5.4% | +9.0% | +5.8% |
| 30D | +3.1% | -9.9% | +13.0% | +7.4% |
| 3M | -10.8% | -4.6% | -6.3% | -9.1% |
| 6M | -0.8% | -18.5% | +17.6% | +7.3% |
| YTD | -16.2% | -36.5% | +20.3% | -0.6% |
| 1Y | -2.9% | -32.8% | +29.9% | +11.9% |
| 3Y | +79.8% | -32.2% | +112.0% | +103.8% |
| 5Y | +124.9% | -44.7% | +169.6% | +168.3% |
| All | +143.8% | +80.1% | +63.7% | +73.1% |
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 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