+14.7%
FXI vs INFY
+80.1%
-65.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | 0.0% |
| 7D | -3.9% | -5.4% | +1.5% | -2.4% |
| 30D | -2.1% | -9.9% | +7.8% | +0.6% |
| 3M | -0.5% | -4.6% | +4.1% | 0.0% |
| 6M | -4.5% | -18.5% | +13.9% | -0.1% |
| YTD | -9.2% | -36.5% | +27.3% | +1.6% |
| 1Y | -13.8% | -32.8% | +19.0% | -5.6% |
| 3Y | +36.6% | -32.2% | +68.8% | +46.1% |
| 5Y | -6.7% | -44.7% | +38.0% | +5.3% |
| All | +14.7% | +80.1% | -65.4% | -13.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling