+36.6%
FXI vs INFY
-31.8%
+68.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.2% |
| 7D | -3.9% | -5.4% | +1.5% | -3.0% |
| 30D | -2.1% | -9.9% | +7.8% | -0.6% |
| 3M | -0.5% | -4.6% | +4.1% | -0.1% |
| 6M | -4.5% | -18.5% | +13.9% | -1.6% |
| YTD | -9.2% | -36.5% | +27.3% | -2.0% |
| 1Y | -13.8% | -32.8% | +19.0% | -8.6% |
| 3Y | +36.6% | -32.2% | +68.8% | +39.3% |
| All | +36.6% | -31.8% | +68.4% | +39.3% |
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