-33.1%
INFY vs ILMN
+32.3%
-65.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.4% |
| 7D | -8.7% | -3.9% | -4.8% | -8.2% |
| 30D | -13.0% | +6.9% | -19.9% | -13.8% |
| 3M | -8.8% | +28.1% | -36.9% | -12.3% |
| 6M | -22.6% | +65.0% | -87.5% | -28.5% |
| YTD | -37.3% | +56.3% | -93.6% | -41.9% |
| 1Y | -33.4% | +108.7% | -142.1% | -41.1% |
| All | -33.1% | +32.3% | -65.4% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 3y: compounded portfolio wealth divided by compounded ILMN 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…
3y analysis · Full analysis span regression · 6 months rolling