-26.9%
INFY vs BHP
+69.4%
-96.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.2% |
| 7D | -2.9% | -2.9% | 0.0% | -2.8% |
| 30D | -6.2% | +3.4% | -9.6% | -6.3% |
| 3M | -4.9% | +4.1% | -9.0% | -4.5% |
| 6M | -16.6% | +20.6% | -37.2% | -17.9% |
| YTD | -32.9% | +56.1% | -89.0% | -36.8% |
| 1Y | -26.9% | +69.6% | -96.5% | -31.9% |
| All | -26.9% | +69.4% | -96.3% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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