-44.6%
INFY vs EFV
+95.9%
-140.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.8% |
| 7D | -5.4% | -0.8% | -4.6% | -4.9% |
| 30D | -9.9% | +0.6% | -10.5% | -10.2% |
| 3M | -4.6% | +7.5% | -12.1% | -8.8% |
| 6M | -18.5% | +13.0% | -31.5% | -24.8% |
| YTD | -36.5% | +18.3% | -54.8% | -43.3% |
| 1Y | -32.8% | +26.7% | -59.5% | -42.7% |
| 3Y | -32.2% | +89.6% | -121.8% | -56.5% |
| All | -44.6% | +95.9% | -140.5% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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