-20.4%
INFY vs BRO
-4.7%
-15.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.2% |
| 7D | +4.9% | +9.9% | -5.0% | +0.2% |
| 30D | +21.3% | +22.3% | -1.0% | +10.4% |
| 3M | +2.6% | +5.3% | -2.8% | -0.4% |
| 6M | +4.9% | +30.3% | -25.4% | -3.1% |
| YTD | -26.6% | -5.7% | -20.9% | -29.1% |
| 1Y | -20.4% | -3.5% | -16.9% | -23.3% |
| All | -20.4% | -4.7% | -15.7% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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