-44.6%
INFY vs XME
+162.6%
-207.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.7% |
| 7D | -5.4% | -4.2% | -1.2% | -4.6% |
| 30D | -9.9% | -2.7% | -7.1% | -9.5% |
| 3M | -4.6% | -3.9% | -0.6% | -4.0% |
| 6M | -18.5% | -1.0% | -17.5% | -19.1% |
| YTD | -36.5% | +9.8% | -46.3% | -38.9% |
| 1Y | -32.8% | +32.5% | -65.3% | -38.9% |
| 3Y | -32.2% | +124.3% | -156.5% | -47.8% |
| All | -44.6% | +162.6% | -207.2% | -62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling