+78.9%
INFY vs BWA
+156.8%
-77.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.2% |
| 7D | -5.4% | -1.3% | -4.1% | -5.1% |
| 30D | -9.9% | -2.9% | -6.9% | -9.4% |
| 3M | -4.6% | -10.7% | +6.1% | -2.7% |
| 6M | -18.5% | +26.5% | -44.9% | -24.0% |
| YTD | -36.5% | +49.1% | -85.6% | -44.3% |
| 1Y | -32.8% | +52.1% | -84.8% | -41.4% |
| 3Y | -32.2% | +72.6% | -104.8% | -44.3% |
| 5Y | -44.7% | +89.4% | -134.1% | -56.9% |
| All | +78.9% | +156.8% | -77.9% | +16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling