-26.9%
INFY vs EXEL
+59.2%
-86.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | -2.9% | +8.4% | -11.3% | -4.1% |
| 30D | -6.2% | +4.1% | -10.3% | -6.9% |
| 3M | -4.9% | +12.4% | -17.3% | -6.7% |
| 6M | -16.6% | +41.5% | -58.1% | -21.5% |
| YTD | -32.9% | +34.6% | -67.6% | -36.5% |
| 1Y | -26.9% | +57.9% | -84.7% | -31.9% |
| All | -26.9% | +59.2% | -86.1% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling