+2,351.6%
INFY vs BWA
+1,657.1%
+694.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.3% |
| 7D | -8.7% | +0.1% | -8.8% | -8.7% |
| 30D | -13.0% | -5.6% | -7.4% | -11.4% |
| 3M | -8.8% | -10.7% | +1.9% | -6.1% |
| 6M | -22.6% | +23.2% | -45.7% | -30.2% |
| YTD | -37.3% | +46.0% | -83.3% | -48.3% |
| 1Y | -33.4% | +51.2% | -84.5% | -45.9% |
| 3Y | -32.3% | +69.6% | -101.9% | -49.4% |
| 5Y | -45.2% | +86.6% | -131.8% | -62.0% |
| 10Y | +80.0% | +152.3% | -72.3% | -2.0% |
| All | +2,351.6% | +1,657.1% | +694.5% | +323.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling