+78.1%
IVV vs INFY
-18.9%
+97.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | -1.7% | +4.2% | +2.8% |
| 30D | -2.0% | +7.1% | -9.1% | -3.2% |
| 3M | -2.8% | -1.0% | -1.8% | -2.9% |
| 6M | +2.2% | +5.9% | -3.7% | +0.3% |
| YTD | +11.5% | -29.5% | +41.1% | +19.3% |
| 1Y | +13.5% | -26.0% | +39.5% | +19.0% |
| 3Y | +78.1% | -19.4% | +97.5% | +86.8% |
| All | +78.1% | -18.9% | +97.0% | +86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling