-32.2%
INFY vs BDX
-10.0%
-22.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | -5.4% | -3.2% | -2.2% | -4.6% |
| 30D | -9.9% | -2.5% | -7.3% | -9.3% |
| 3M | -4.6% | +21.4% | -26.0% | -8.5% |
| 6M | -18.5% | +10.4% | -28.9% | -20.4% |
| YTD | -36.5% | +18.8% | -55.4% | -39.1% |
| 1Y | -32.8% | +21.7% | -54.4% | -35.8% |
| 3Y | -32.2% | -10.0% | -22.2% | -32.1% |
| All | -32.2% | -10.0% | -22.2% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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