+773.5%
EXPE vs INFY
+297.4%
+476.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +0.2% |
| 7D | -11.5% | -8.7% | -2.8% | -7.5% |
| 30D | -13.1% | -13.0% | -0.1% | -7.1% |
| 3M | +18.1% | -8.8% | +26.9% | +22.8% |
| 6M | +13.3% | -22.6% | +35.8% | +26.5% |
| YTD | -3.2% | -37.3% | +34.1% | +19.0% |
| 1Y | +26.1% | -33.4% | +59.5% | +49.7% |
| 3Y | +151.7% | -32.3% | +184.0% | +191.1% |
| 5Y | +88.3% | -45.2% | +133.6% | +137.9% |
| 10Y | +158.0% | +80.0% | +78.0% | +75.8% |
| All | +773.5% | +297.4% | +476.1% | +226.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling