+78.9%
INFY vs BHP
+496.8%
-418.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | -5.4% | -3.6% | -1.8% | -4.5% |
| 30D | -9.9% | -1.2% | -8.7% | -9.7% |
| 3M | -4.6% | +1.2% | -5.8% | -5.4% |
| 6M | -18.5% | +21.4% | -39.9% | -23.7% |
| YTD | -36.5% | +50.4% | -87.0% | -44.5% |
| 1Y | -32.8% | +67.5% | -100.3% | -43.1% |
| 3Y | -32.2% | +72.8% | -105.0% | -44.2% |
| 5Y | -44.7% | +112.6% | -157.3% | -58.9% |
| All | +78.9% | +496.8% | -418.0% | +1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling