+425.1%
INFY vs IBB
+560.8%
-135.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.7% |
| 7D | -2.9% | +1.4% | -4.3% | -3.7% |
| 30D | -6.2% | +10.5% | -16.7% | -11.7% |
| 3M | -4.9% | +23.6% | -28.5% | -16.1% |
| 6M | -16.6% | +22.6% | -39.2% | -26.4% |
| YTD | -32.9% | +25.7% | -58.6% | -41.7% |
| 1Y | -26.9% | +51.4% | -78.2% | -43.0% |
| 3Y | -26.6% | +64.4% | -91.0% | -46.4% |
| 5Y | -44.1% | +22.1% | -66.2% | -52.3% |
| 10Y | +90.0% | +132.5% | -42.5% | +4.0% |
| All | +425.1% | +560.8% | -135.7% | +4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling