-32.2%
INFY vs BB
+64.9%
-97.1%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +1.4% |
| 7D | -5.4% | -0.4% | -5.0% | -5.4% |
| 30D | -9.9% | -12.5% | +2.7% | -9.2% |
| 3M | -4.6% | -17.4% | +12.9% | -4.3% |
| 6M | -18.5% | +119.1% | -137.6% | -25.0% |
| YTD | -36.5% | +102.4% | -138.9% | -41.3% |
| 1Y | -32.8% | +98.2% | -130.9% | -37.9% |
| 3Y | -32.2% | +46.9% | -79.1% | -40.5% |
| All | -32.2% | +64.9% | -97.1% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling