-23.3%
INFY vs XRT
+18.0%
-41.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.5% | -2.9% | -1.0% |
| 7D | +1.2% | +8.0% | -6.8% | -3.8% |
| 30D | +13.8% | +13.0% | +0.7% | +5.3% |
| 3M | -2.9% | +1.7% | -4.6% | -4.4% |
| 6M | +2.2% | +12.6% | -10.4% | -4.5% |
| YTD | -29.8% | +10.7% | -40.5% | -34.1% |
| 1Y | -23.3% | +18.4% | -41.7% | -30.0% |
| All | -23.3% | +18.0% | -41.3% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1y: compounded portfolio wealth divided by compounded XRT 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…
1y analysis · Full analysis span regression · 6 months rolling