-44.6%
INFY vs EXE
+97.7%
-142.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.7% |
| 7D | -5.4% | -3.1% | -2.2% | -5.1% |
| 30D | -9.9% | -0.9% | -8.9% | -9.8% |
| 3M | -4.6% | +9.6% | -14.1% | -5.5% |
| 6M | -18.5% | -11.6% | -6.9% | -17.6% |
| YTD | -36.5% | -12.6% | -24.0% | -35.9% |
| 1Y | -32.8% | +1.2% | -33.9% | -33.2% |
| 3Y | -32.2% | +18.0% | -50.2% | -34.2% |
| All | -44.6% | +97.7% | -142.3% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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