+79.8%
IBM vs INFY
-31.8%
+111.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.5% | +3.3% |
| 7D | +3.6% | -5.4% | +9.0% | +6.2% |
| 30D | +3.1% | -9.9% | +13.0% | +8.1% |
| 3M | -10.8% | -4.6% | -6.3% | -8.8% |
| 6M | -0.8% | -18.5% | +17.6% | +8.0% |
| YTD | -16.2% | -36.5% | +20.3% | -0.4% |
| 1Y | -2.9% | -32.8% | +29.9% | +12.3% |
| 3Y | +79.8% | -32.2% | +112.0% | +110.1% |
| All | +79.8% | -31.8% | +111.6% | +110.1% |
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