+65.4%
IEFA vs INFY
-31.8%
+97.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.8% |
| 7D | -1.6% | -5.4% | +3.8% | -0.9% |
| 30D | -1.5% | -9.9% | +8.4% | -0.3% |
| 3M | +3.4% | -4.6% | +8.0% | +3.6% |
| 6M | +9.5% | -18.5% | +27.9% | +12.3% |
| YTD | +13.0% | -36.5% | +49.6% | +20.7% |
| 1Y | +18.0% | -32.8% | +50.8% | +23.8% |
| 3Y | +65.4% | -32.2% | +97.6% | +70.4% |
| All | +65.4% | -31.8% | +97.1% | +70.4% |
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 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