-40.7%
INFY vs ADVB
-88.8%
+48.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.8% | -1.1% | -4.9% |
| 7D | -7.2% | -14.0% | +6.7% | -7.3% |
| 30D | -11.2% | +41.0% | -52.1% | -11.0% |
| 3M | -7.4% | +127.9% | -135.3% | -8.6% |
| 6M | -21.3% | +101.3% | -122.6% | -22.9% |
| YTD | -36.2% | +53.8% | -90.0% | -37.1% |
| 1Y | -31.3% | +4.4% | -35.7% | -31.8% |
| All | -40.7% | -88.8% | +48.0% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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