+402.3%
INFY vs BRKR
+172.5%
+229.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | -5.4% | -8.7% | +3.3% | -3.9% |
| 30D | -9.9% | -9.9% | 0.0% | -8.3% |
| 3M | -4.6% | -3.1% | -1.5% | -5.4% |
| 6M | -18.5% | +45.5% | -64.0% | -25.4% |
| YTD | -36.5% | +13.7% | -50.2% | -39.6% |
| 1Y | -32.8% | +67.4% | -100.2% | -40.5% |
| 3Y | -32.2% | -13.2% | -19.0% | -34.6% |
| 5Y | -44.7% | -39.5% | -5.2% | -44.0% |
| 10Y | +82.3% | +153.5% | -71.1% | +41.8% |
| All | +402.3% | +172.5% | +229.8% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 all: compounded portfolio wealth divided by compounded BRKR 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…
all analysis · Full analysis span regression · 6 months rolling