+2,347.1%
INFY vs BTI
+2,765.7%
-418.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.4% |
| 7D | -9.8% | -2.0% | -7.8% | -9.3% |
| 30D | -13.4% | -3.4% | -10.0% | -12.7% |
| 3M | -7.2% | -9.0% | +1.8% | -5.0% |
| 6M | -20.6% | -5.0% | -15.6% | -19.9% |
| YTD | -37.5% | -0.3% | -37.1% | -37.8% |
| 1Y | -33.4% | +3.1% | -36.5% | -34.4% |
| 3Y | -32.4% | +111.0% | -143.4% | -45.5% |
| 5Y | -45.5% | +117.0% | -162.5% | -56.8% |
| 10Y | +79.7% | +73.9% | +5.8% | +46.0% |
| All | +2,347.1% | +2,765.7% | -418.6% | +1,659.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling