+91.4%
EXPE vs INFY
-44.9%
+136.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | 0.0% | +0.7% |
| 7D | -5.8% | -5.4% | -0.4% | -3.1% |
| 30D | -13.6% | -9.9% | -3.8% | -9.2% |
| 3M | +25.2% | -4.6% | +29.8% | +27.4% |
| 6M | +22.3% | -18.5% | +40.8% | +33.6% |
| YTD | -0.3% | -36.5% | +36.2% | +22.9% |
| 1Y | +27.8% | -32.8% | +60.6% | +51.6% |
| 3Y | +162.4% | -32.2% | +194.6% | +198.7% |
| All | +91.4% | -44.9% | +136.2% | +137.4% |
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