-26.5%
INFY vs BURL
-13.7%
-12.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.1% |
| 7D | -4.0% | +0.4% | -4.4% | -4.0% |
| 30D | +7.8% | -4.3% | +12.2% | +8.2% |
| 3M | +0.1% | -28.8% | +28.9% | +4.0% |
| 6M | +4.2% | -12.8% | +17.0% | +4.5% |
| YTD | -29.5% | -12.8% | -16.7% | -29.5% |
| 1Y | -26.5% | -12.3% | -14.3% | -27.0% |
| All | -26.5% | -13.7% | -12.9% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling