+43.0%
EXC vs INFY
-44.9%
+87.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.6% |
| 7D | -1.1% | -5.4% | +4.3% | -0.9% |
| 30D | -3.6% | -9.9% | +6.2% | -3.3% |
| 3M | -4.3% | -4.6% | +0.3% | -4.2% |
| 6M | -9.9% | -18.5% | +8.5% | -9.6% |
| YTD | +1.8% | -36.5% | +38.3% | +3.1% |
| 1Y | +2.9% | -32.8% | +35.6% | +3.7% |
| 3Y | +19.1% | -32.2% | +51.3% | +18.1% |
| All | +43.0% | -44.9% | +87.8% | +40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling