+116.3%
IBM vs INFY
-45.7%
+162.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | -0.3% | -9.8% | +9.5% | +3.6% |
| 30D | -1.8% | -13.4% | +11.6% | +3.6% |
| 3M | -13.5% | -7.2% | -6.2% | -10.9% |
| 6M | -5.1% | -20.6% | +15.5% | +2.9% |
| YTD | -19.4% | -37.5% | +18.1% | -6.0% |
| 1Y | -6.5% | -33.4% | +26.8% | +6.3% |
| 3Y | +73.8% | -32.4% | +106.2% | +96.3% |
| 5Y | +116.3% | -45.5% | +161.8% | +153.2% |
| All | +116.3% | -45.7% | +162.0% | +153.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling