-44.6%
INFY vs BTG
+78.0%
-122.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | -5.4% | -3.8% | -1.6% | -5.1% |
| 30D | -9.9% | +3.6% | -13.5% | -10.1% |
| 3M | -4.6% | +32.0% | -36.6% | -6.7% |
| 6M | -18.5% | +3.4% | -21.8% | -19.1% |
| YTD | -36.5% | +20.8% | -57.3% | -37.9% |
| 1Y | -32.8% | +22.4% | -55.2% | -34.6% |
| 3Y | -32.2% | +91.7% | -123.9% | -37.7% |
| All | -44.6% | +78.0% | -122.6% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 5y: compounded portfolio wealth divided by compounded BTG 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…
5y analysis · Full analysis span regression · 6 months rolling