-32.8%
INFY vs IBB
+44.5%
-77.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.3% | +1.4% |
| 7D | -5.4% | -4.2% | -1.1% | -3.8% |
| 30D | -9.9% | +1.1% | -11.0% | -10.2% |
| 3M | -4.6% | +19.0% | -23.6% | -10.3% |
| 6M | -18.5% | +18.9% | -37.3% | -23.4% |
| YTD | -36.5% | +20.3% | -56.9% | -40.9% |
| 1Y | -32.8% | +41.5% | -74.2% | -41.9% |
| All | -32.8% | +44.5% | -77.2% | -41.9% |
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