-23.3%
INFY vs IBN
+4.2%
-27.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.8% | -1.2% | +0.7% |
| 7D | +1.2% | +8.9% | -7.7% | -3.0% |
| 30D | +13.8% | +12.6% | +1.1% | +7.8% |
| 3M | -2.9% | +3.1% | -5.9% | -4.6% |
| 6M | +2.2% | +20.6% | -18.4% | -4.7% |
| YTD | -29.8% | +5.8% | -35.6% | -31.0% |
| 1Y | -23.3% | +3.7% | -26.9% | -23.8% |
| All | -23.3% | +4.2% | -27.5% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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