+388.2%
EFA vs INFY
+909.9%
-521.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.5% |
| 7D | -1.5% | -5.4% | +3.9% | +0.1% |
| 30D | -1.7% | -9.9% | +8.2% | +1.3% |
| 3M | +3.5% | -4.6% | +8.1% | +3.9% |
| 6M | +9.5% | -18.5% | +27.9% | +14.6% |
| YTD | +12.9% | -36.5% | +49.4% | +26.5% |
| 1Y | +18.2% | -32.8% | +51.0% | +29.5% |
| 3Y | +64.8% | -32.2% | +97.0% | +77.2% |
| 5Y | +53.9% | -44.7% | +98.6% | +73.6% |
| 10Y | +144.8% | +82.3% | +62.4% | +83.0% |
| All | +388.2% | +909.9% | -521.7% | +127.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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