+425.1%
IBM vs INFY
+3,031.0%
-2,605.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.7% | -0.1% |
| 7D | +0.3% | -7.2% | +7.5% | +1.9% |
| 30D | -1.5% | -11.2% | +9.7% | +1.1% |
| 3M | -16.8% | -7.4% | -9.4% | -15.2% |
| 6M | -9.0% | -21.3% | +12.2% | -4.1% |
| YTD | -20.1% | -36.2% | +16.1% | -11.9% |
| 1Y | -7.0% | -31.3% | +24.2% | +0.5% |
| 3Y | +72.4% | -31.1% | +103.4% | +85.3% |
| 5Y | +112.0% | -44.9% | +156.8% | +135.7% |
| 10Y | +131.6% | +83.1% | +48.5% | +99.8% |
| All | +425.1% | +3,031.0% | -2,605.9% | +140.2% |
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 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