-45.2%
INFY vs ILMN
-54.6%
+9.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.4% |
| 7D | -8.7% | -3.9% | -4.8% | -8.1% |
| 30D | -13.0% | +6.9% | -19.9% | -13.9% |
| 3M | -8.8% | +28.1% | -36.9% | -12.6% |
| 6M | -22.6% | +65.0% | -87.5% | -28.9% |
| YTD | -37.3% | +56.3% | -93.6% | -42.2% |
| 1Y | -33.4% | +108.7% | -142.1% | -41.7% |
| 3Y | -32.3% | +33.1% | -65.4% | -38.2% |
| 5Y | -45.2% | -54.1% | +8.9% | -37.0% |
| All | -45.2% | -54.6% | +9.4% | -37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling