+111.9%
INFY vs IBN
+1,463.9%
-1,352.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.2% |
| 7D | -8.7% | -5.1% | -3.6% | -6.9% |
| 30D | -13.0% | -3.5% | -9.5% | -11.8% |
| 3M | -8.8% | +11.3% | -20.1% | -12.2% |
| 6M | -22.6% | +4.4% | -27.0% | -24.0% |
| YTD | -37.3% | -1.8% | -35.5% | -37.2% |
| 1Y | -33.4% | -8.0% | -25.4% | -31.8% |
| 3Y | -32.3% | +27.1% | -59.4% | -39.0% |
| 5Y | -45.2% | +54.5% | -99.7% | -54.5% |
| 10Y | +80.0% | +314.2% | -234.2% | -4.9% |
| All | +111.9% | +1,463.9% | -1,352.0% | -45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling