+310.3%
IVV vs INFY
+124.5%
+185.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | -1.7% | +4.2% | +3.1% |
| 30D | -2.0% | +7.1% | -9.1% | -4.5% |
| 3M | -2.8% | -1.0% | -1.8% | -3.3% |
| 6M | +2.2% | +5.9% | -3.7% | -1.7% |
| YTD | +11.5% | -29.5% | +41.1% | +22.0% |
| 1Y | +13.5% | -26.0% | +39.5% | +21.4% |
| 3Y | +78.1% | -19.4% | +97.5% | +80.7% |
| 5Y | +73.1% | -40.9% | +114.1% | +94.4% |
| All | +310.3% | +124.5% | +185.8% | +178.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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