+78.9%
INFY vs IBN
+324.2%
-245.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +0.9% |
| 7D | -5.4% | -3.0% | -2.4% | -4.4% |
| 30D | -9.9% | -1.5% | -8.3% | -9.4% |
| 3M | -4.6% | +7.9% | -12.5% | -6.8% |
| 6M | -18.5% | +8.6% | -27.1% | -20.7% |
| YTD | -36.5% | -0.6% | -36.0% | -36.6% |
| 1Y | -32.8% | -7.3% | -25.4% | -31.4% |
| 3Y | -32.2% | +26.2% | -58.4% | -37.9% |
| 5Y | -44.7% | +57.8% | -102.5% | -53.1% |
| All | +78.9% | +324.2% | -245.3% | +20.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling