+281.6%
INFY vs XME
+231.2%
+50.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.5% | +1.2% |
| 7D | -9.8% | -3.0% | -6.7% | -8.7% |
| 30D | -13.4% | -2.6% | -10.8% | -12.8% |
| 3M | -7.2% | +2.2% | -9.4% | -9.1% |
| 6M | -20.6% | +0.7% | -21.3% | -22.6% |
| YTD | -37.5% | +10.9% | -48.4% | -41.8% |
| 1Y | -33.4% | +35.7% | -69.1% | -43.3% |
| 3Y | -32.4% | +127.1% | -159.5% | -54.6% |
| 5Y | -45.5% | +168.5% | -213.9% | -67.4% |
| 10Y | +79.7% | +416.9% | -337.3% | -27.1% |
| All | +281.6% | +231.2% | +50.4% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling