+82.3%
IVV vs INFY
-46.0%
+128.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | 0.0% |
| 7D | -0.4% | -8.7% | +8.3% | +1.9% |
| 30D | -1.4% | -13.0% | +11.6% | +2.0% |
| 3M | +3.7% | -8.8% | +12.5% | +5.4% |
| 6M | +13.0% | -22.6% | +35.6% | +19.9% |
| YTD | +12.4% | -37.3% | +49.8% | +26.4% |
| 1Y | +18.6% | -33.4% | +52.0% | +29.6% |
| 3Y | +78.1% | -32.3% | +110.4% | +89.3% |
| 5Y | +82.3% | -45.2% | +127.5% | +105.1% |
| All | +82.3% | -46.0% | +128.3% | +105.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling