+278.1%
INFY vs BUD
+201.1%
+77.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.3% |
| 7D | -2.9% | +0.3% | -3.2% | -3.0% |
| 30D | -6.2% | -5.7% | -0.6% | -4.3% |
| 3M | -4.9% | +3.1% | -8.0% | -6.0% |
| 6M | -16.6% | +7.9% | -24.5% | -19.0% |
| YTD | -32.9% | +27.3% | -60.3% | -38.9% |
| 1Y | -26.9% | +37.8% | -64.7% | -35.4% |
| 3Y | -26.6% | +49.8% | -76.4% | -38.6% |
| 5Y | -44.1% | +43.8% | -87.9% | -53.6% |
| 10Y | +90.0% | -22.6% | +112.6% | +89.3% |
| All | +278.1% | +201.1% | +77.0% | +78.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling