+78.9%
INFY vs BAH
+207.9%
-129.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | -5.4% | +4.3% | -9.6% | -6.4% |
| 30D | -9.9% | -2.5% | -7.4% | -9.3% |
| 3M | -4.6% | -0.9% | -3.6% | -4.6% |
| 6M | -18.5% | +1.5% | -19.9% | -18.9% |
| YTD | -36.5% | -8.0% | -28.6% | -35.9% |
| 1Y | -32.8% | -24.7% | -8.0% | -29.4% |
| 3Y | -32.2% | -28.4% | -3.8% | -31.1% |
| 5Y | -44.7% | +2.8% | -47.5% | -50.4% |
| All | +78.9% | +207.9% | -129.1% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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