+78.9%
INFY vs BTI
+73.8%
+5.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | -5.4% | -0.2% | -5.2% | -5.3% |
| 30D | -9.9% | -1.1% | -8.8% | -9.6% |
| 3M | -4.6% | -8.8% | +4.2% | -2.4% |
| 6M | -18.5% | -4.0% | -14.5% | -18.0% |
| YTD | -36.5% | +0.4% | -36.9% | -37.0% |
| 1Y | -32.8% | +1.9% | -34.7% | -33.6% |
| 3Y | -32.2% | +108.5% | -140.7% | -46.0% |
| 5Y | -44.7% | +118.5% | -163.2% | -57.2% |
| All | +78.9% | +73.8% | +5.1% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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