-32.2%
INFY vs XYL
+15.7%
-47.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | -5.4% | +1.2% | -6.6% | -5.8% |
| 30D | -9.9% | -11.9% | +2.1% | -6.4% |
| 3M | -4.6% | -1.5% | -3.0% | -3.9% |
| 6M | -18.5% | -11.9% | -6.6% | -15.5% |
| YTD | -36.5% | -20.6% | -16.0% | -32.2% |
| 1Y | -32.8% | -23.5% | -9.2% | -27.3% |
| 3Y | -32.2% | +14.9% | -47.1% | -36.4% |
| All | -32.2% | +15.7% | -47.9% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 3y: compounded portfolio wealth divided by compounded XYL 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…
3y analysis · Full analysis span regression · 6 months rolling