+2,524.3%
INFY vs EXPD
+3,735.3%
-1,211.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.6% |
| 7D | -2.9% | -1.1% | -1.8% | -2.5% |
| 30D | -6.2% | +4.1% | -10.3% | -7.9% |
| 3M | -4.9% | +17.9% | -22.8% | -11.3% |
| 6M | -16.6% | +29.2% | -45.8% | -25.2% |
| YTD | -32.9% | +27.4% | -60.3% | -39.6% |
| 1Y | -26.9% | +56.8% | -83.7% | -39.7% |
| 3Y | -26.6% | +68.0% | -94.6% | -42.3% |
| 5Y | -44.1% | +61.9% | -105.9% | -56.3% |
| 10Y | +90.0% | +316.0% | -226.0% | -1.9% |
| All | +2,524.3% | +3,735.3% | -1,211.0% | +626.8% |
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