+97.6%
INFY vs BAH
+876.9%
-779.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -3.9% | -4.6% |
| 7D | -7.2% | -4.3% | -2.9% | -6.2% |
| 30D | -11.2% | -4.5% | -6.7% | -10.1% |
| 3M | -7.4% | -7.6% | +0.2% | -5.7% |
| 6M | -21.3% | -10.6% | -10.6% | -19.3% |
| YTD | -36.2% | -12.6% | -23.6% | -34.6% |
| 1Y | -31.3% | -27.0% | -4.3% | -26.8% |
| 3Y | -31.1% | -31.5% | +0.4% | -28.3% |
| 5Y | -44.9% | -3.8% | -41.0% | -48.7% |
| 10Y | +83.1% | +183.9% | -100.9% | +25.6% |
| All | +97.6% | +876.9% | -779.3% | -10.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling