+25.6%
INFY vs BBIO
+136.7%
-111.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | -5.4% | -3.2% | -2.2% | -5.2% |
| 30D | -9.9% | -13.6% | +3.7% | -9.1% |
| 3M | -4.6% | +7.2% | -11.8% | -5.1% |
| 6M | -18.5% | +1.5% | -19.9% | -18.7% |
| YTD | -36.5% | -5.3% | -31.2% | -36.6% |
| 1Y | -32.8% | +37.7% | -70.5% | -34.5% |
| 3Y | -32.2% | +153.9% | -186.1% | -37.5% |
| 5Y | -44.7% | +43.9% | -88.6% | -52.0% |
| All | +25.6% | +136.7% | -111.1% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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