+266.8%
INFY vs XHB
+157.1%
+109.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.2% | +0.9% |
| 7D | -9.8% | -5.2% | -4.5% | -7.4% |
| 30D | -13.4% | -12.1% | -1.3% | -8.0% |
| 3M | -7.2% | -6.2% | -1.0% | -5.0% |
| 6M | -20.6% | -6.7% | -13.9% | -19.2% |
| YTD | -37.5% | -5.5% | -32.0% | -37.0% |
| 1Y | -33.4% | -15.6% | -17.7% | -29.4% |
| 3Y | -32.4% | +22.0% | -54.4% | -42.4% |
| 5Y | -45.5% | +31.8% | -77.3% | -56.4% |
| 10Y | +79.7% | +208.1% | -128.4% | -11.3% |
| All | +266.8% | +157.1% | +109.7% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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