+78.9%
INFY vs EL
+26.1%
+52.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | -5.4% | -6.5% | +1.1% | -3.9% |
| 30D | -9.9% | +11.1% | -21.0% | -12.2% |
| 3M | -4.6% | +10.7% | -15.3% | -7.2% |
| 6M | -18.5% | +6.9% | -25.3% | -20.6% |
| YTD | -36.5% | -6.3% | -30.2% | -37.0% |
| 1Y | -32.8% | +13.5% | -46.2% | -36.6% |
| 3Y | -32.2% | -33.1% | +0.9% | -30.4% |
| 5Y | -44.7% | -68.8% | +24.1% | -28.8% |
| All | +78.9% | +26.1% | +52.7% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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