-32.2%
INFY vs BG
+18.0%
-50.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.6% |
| 7D | -5.4% | +3.1% | -8.5% | -5.6% |
| 30D | -9.9% | +10.2% | -20.1% | -10.6% |
| 3M | -4.6% | -1.7% | -2.9% | -4.5% |
| 6M | -18.5% | +1.0% | -19.4% | -18.7% |
| YTD | -36.5% | +39.9% | -76.4% | -39.3% |
| 1Y | -32.8% | +53.2% | -86.0% | -36.6% |
| 3Y | -32.2% | +16.3% | -48.5% | -34.5% |
| All | -32.2% | +18.0% | -50.2% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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