-26.9%
INFY vs IBB
+51.5%
-78.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.9% |
| 7D | -2.9% | +1.4% | -4.3% | -3.3% |
| 30D | -6.2% | +10.5% | -16.7% | -9.5% |
| 3M | -4.9% | +23.6% | -28.5% | -11.5% |
| 6M | -16.6% | +22.6% | -39.2% | -22.2% |
| YTD | -32.9% | +25.7% | -58.6% | -38.2% |
| 1Y | -26.9% | +51.4% | -78.2% | -36.1% |
| All | -26.9% | +51.5% | -78.3% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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