+78.9%
INFY vs XRT
+128.2%
-49.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +0.9% |
| 7D | -5.4% | -3.2% | -2.2% | -4.1% |
| 30D | -9.9% | -4.5% | -5.4% | -8.2% |
| 3M | -4.6% | -3.1% | -1.5% | -3.4% |
| 6M | -18.5% | +4.2% | -22.7% | -19.8% |
| YTD | -36.5% | -0.1% | -36.4% | -36.6% |
| 1Y | -32.8% | -3.0% | -29.7% | -32.1% |
| 3Y | -32.2% | +41.8% | -74.0% | -41.9% |
| 5Y | -44.7% | -1.3% | -43.4% | -46.7% |
| All | +78.9% | +128.2% | -49.3% | +6.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling