+40.4%
EXC vs INFY
-41.2%
+81.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.4% | -1.7% | +3.1% | +1.4% |
| 30D | +8.6% | +7.1% | +1.5% | +8.4% |
| 3M | +2.4% | -1.0% | +3.4% | +2.4% |
| 6M | +6.5% | +5.9% | +0.6% | +6.1% |
| YTD | +9.0% | -29.5% | +38.6% | +10.1% |
| 1Y | +4.6% | -26.0% | +30.6% | +5.2% |
| 3Y | +33.5% | -19.4% | +52.9% | +30.3% |
| All | +40.4% | -41.2% | +81.6% | +38.2% |
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