+991.4%
INFY vs IEF
+126.7%
+864.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.9% |
| 7D | -9.8% | -1.2% | -8.6% | -10.8% |
| 30D | -13.4% | -1.5% | -11.9% | -14.7% |
| 3M | -7.2% | -1.7% | -5.6% | -8.8% |
| 6M | -20.6% | -3.5% | -17.1% | -23.4% |
| YTD | -37.5% | -2.6% | -34.8% | -39.1% |
| 1Y | -33.4% | -2.4% | -31.0% | -35.0% |
| 3Y | -32.4% | +8.9% | -41.4% | -26.5% |
| 5Y | -45.5% | -9.2% | -36.2% | -53.2% |
| 10Y | +79.7% | +3.9% | +75.8% | +86.7% |
| All | +991.4% | +126.7% | +864.7% | +3,572.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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