+155.8%
EXC vs INFY
+80.1%
+75.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | -1.1% | -5.4% | +4.3% | 0.0% |
| 30D | -3.6% | -9.9% | +6.2% | -1.7% |
| 3M | -4.3% | -4.6% | +0.3% | -3.8% |
| 6M | -9.9% | -18.5% | +8.5% | -7.0% |
| YTD | +1.8% | -36.5% | +38.3% | +10.4% |
| 1Y | +2.9% | -32.8% | +35.6% | +9.5% |
| 3Y | +19.1% | -32.2% | +51.3% | +22.8% |
| 5Y | +44.8% | -44.7% | +89.5% | +55.4% |
| All | +155.8% | +80.1% | +75.8% | +74.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling