+158.8%
EXPE vs INFY
-32.8%
+191.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -8.7% | -9.8% | +1.1% | -4.4% |
| 30D | -13.6% | -13.4% | -0.2% | -8.1% |
| 3M | +26.6% | -7.2% | +33.9% | +30.3% |
| 6M | +19.9% | -20.6% | +40.6% | +31.5% |
| YTD | -1.7% | -37.5% | +35.7% | +19.4% |
| 1Y | +29.4% | -33.4% | +62.8% | +51.4% |
| All | +158.8% | -32.8% | +191.5% | +189.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling