+289.3%
INFY vs XRT
+501.1%
-211.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.7% | -3.6% |
| 7D | -7.2% | -0.3% | -7.0% | -7.1% |
| 30D | -11.2% | -5.6% | -5.5% | -8.2% |
| 3M | -7.4% | +2.5% | -10.0% | -8.9% |
| 6M | -21.3% | +3.7% | -24.9% | -23.0% |
| YTD | -36.2% | +1.0% | -37.2% | -36.8% |
| 1Y | -31.3% | -1.2% | -30.1% | -31.2% |
| 3Y | -31.1% | +43.4% | -74.4% | -45.9% |
| 5Y | -44.9% | -0.7% | -44.1% | -48.6% |
| 10Y | +83.1% | +123.7% | -40.6% | -12.6% |
| All | +289.3% | +501.1% | -211.8% | -21.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling