+2,656.6%
INFY vs EXPD
+3,857.1%
-1,200.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -1.7% | +5.5% | -7.2% | -3.9% |
| 30D | +7.1% | -0.8% | +7.9% | +7.0% |
| 3M | -1.0% | +4.1% | -5.1% | -3.0% |
| 6M | +5.9% | +25.7% | -19.8% | -4.1% |
| YTD | -29.5% | +31.4% | -60.9% | -37.6% |
| 1Y | -26.0% | +42.2% | -68.2% | -36.4% |
| 3Y | -19.4% | +77.2% | -96.6% | -38.1% |
| 5Y | -40.9% | +61.0% | -101.9% | -53.8% |
| 10Y | +121.9% | +334.8% | -213.0% | +12.2% |
| All | +2,656.6% | +3,857.1% | -1,200.6% | +651.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling