-32.8%
INFY vs BEN
+45.3%
-78.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -5.4% | -3.1% | -2.3% | -4.7% |
| 30D | -9.9% | +0.2% | -10.0% | -10.0% |
| 3M | -4.6% | +6.8% | -11.4% | -6.4% |
| 6M | -18.5% | +38.1% | -56.6% | -27.0% |
| YTD | -36.5% | +44.3% | -80.9% | -42.5% |
| 1Y | -32.8% | +42.6% | -75.3% | -40.6% |
| All | -32.8% | +45.3% | -78.1% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling