-45.5%
INFY vs BUD
+44.8%
-90.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -9.8% | -3.2% | -6.6% | -9.2% |
| 30D | -13.4% | -3.7% | -9.7% | -12.8% |
| 3M | -7.2% | -4.4% | -2.8% | -6.4% |
| 6M | -20.6% | +7.7% | -28.3% | -21.7% |
| YTD | -37.5% | +23.1% | -60.5% | -40.1% |
| 1Y | -33.4% | +33.6% | -67.0% | -37.3% |
| 3Y | -32.4% | +44.7% | -77.1% | -38.7% |
| 5Y | -45.5% | +44.9% | -90.4% | -51.6% |
| All | -45.5% | +44.8% | -90.2% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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