-45.5%
INFY vs BAH
+1.2%
-46.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.8% | -5.0% | -1.1% |
| 7D | -9.8% | +2.4% | -12.2% | -10.2% |
| 30D | -13.4% | -2.9% | -10.5% | -12.9% |
| 3M | -7.2% | -1.3% | -5.9% | -7.5% |
| 6M | -20.6% | -0.9% | -19.7% | -20.8% |
| YTD | -37.5% | -8.2% | -29.2% | -37.2% |
| 1Y | -33.4% | -24.0% | -9.4% | -31.9% |
| 3Y | -32.4% | -28.1% | -4.3% | -32.7% |
| 5Y | -45.5% | +2.5% | -48.0% | -47.2% |
| All | -45.5% | +1.2% | -46.7% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling