-44.6%
INFY vs BB
-26.5%
-18.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +1.3% |
| 7D | -5.4% | -0.4% | -5.0% | -5.4% |
| 30D | -9.9% | -12.5% | +2.7% | -8.6% |
| 3M | -4.6% | -17.4% | +12.9% | -3.7% |
| 6M | -18.5% | +119.1% | -137.6% | -28.3% |
| YTD | -36.5% | +102.4% | -138.9% | -43.6% |
| 1Y | -32.8% | +98.2% | -130.9% | -40.5% |
| 3Y | -32.2% | +46.9% | -79.1% | -39.2% |
| All | -44.6% | -26.5% | -18.1% | -43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling