-32.2%
INFY vs XME
+122.1%
-154.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | -5.4% | -4.2% | -1.2% | -4.8% |
| 30D | -9.9% | -2.7% | -7.1% | -9.6% |
| 3M | -4.6% | -3.9% | -0.6% | -3.8% |
| 6M | -18.5% | -1.0% | -17.5% | -18.7% |
| YTD | -36.5% | +9.8% | -46.3% | -38.6% |
| 1Y | -32.8% | +32.5% | -65.3% | -38.7% |
| 3Y | -32.2% | +124.3% | -156.5% | -50.2% |
| All | -32.2% | +122.1% | -154.3% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 3y: compounded portfolio wealth divided by compounded XME 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…
3y analysis · Full analysis span regression · 6 months rolling