-26.9%
INFY vs BWA
+59.1%
-85.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.8% | -6.0% | -2.7% |
| 7D | -2.9% | +5.7% | -8.6% | -2.0% |
| 30D | -6.2% | +1.4% | -7.7% | -6.0% |
| 3M | -4.9% | -12.1% | +7.2% | -5.7% |
| 6M | -16.6% | +28.6% | -45.1% | -14.1% |
| YTD | -32.9% | +51.1% | -84.0% | -33.2% |
| 1Y | -26.9% | +55.9% | -82.7% | -27.8% |
| All | -26.9% | +59.1% | -85.9% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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