-40.6%
INFY vs BTSG
+389.4%
-430.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.4% |
| 7D | -5.4% | -3.3% | -2.1% | -5.2% |
| 30D | -9.9% | -1.6% | -8.3% | -9.8% |
| 3M | -4.6% | -6.9% | +2.3% | -4.7% |
| 6M | -18.5% | +42.1% | -60.6% | -23.2% |
| YTD | -36.5% | +56.8% | -93.4% | -40.9% |
| 1Y | -32.8% | +109.8% | -142.6% | -39.2% |
| All | -40.6% | +389.4% | -430.0% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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