-45.2%
INFY vs EXPD
+61.0%
-106.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.2% |
| 7D | -8.7% | +1.2% | -9.8% | -9.1% |
| 30D | -13.0% | +5.2% | -18.2% | -14.6% |
| 3M | -8.8% | +13.2% | -22.0% | -12.8% |
| 6M | -22.6% | +30.3% | -52.9% | -29.7% |
| YTD | -37.3% | +27.0% | -64.4% | -42.6% |
| 1Y | -33.4% | +57.3% | -90.7% | -43.1% |
| 3Y | -32.3% | +70.0% | -102.3% | -44.8% |
| 5Y | -45.2% | +61.6% | -106.8% | -56.1% |
| All | -45.2% | +61.0% | -106.2% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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