+2,351.6%
INFY vs BBWI
+285.6%
+2,065.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.3% | +4.5% | -0.3% |
| 7D | -8.7% | -4.4% | -4.3% | -7.8% |
| 30D | -13.0% | -7.4% | -5.6% | -11.8% |
| 3M | -8.8% | -2.2% | -6.5% | -9.1% |
| 6M | -22.6% | -16.3% | -6.3% | -20.8% |
| YTD | -37.3% | -9.1% | -28.2% | -37.5% |
| 1Y | -33.4% | -34.5% | +1.2% | -29.3% |
| 3Y | -32.3% | -47.0% | +14.7% | -28.6% |
| 5Y | -45.2% | -68.8% | +23.6% | -37.5% |
| 10Y | +80.0% | -57.4% | +137.4% | +56.2% |
| All | +2,351.6% | +285.6% | +2,065.9% | +697.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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