+73.1%
IVV vs INFY
-41.2%
+114.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | -1.7% | +4.2% | +2.9% |
| 30D | -2.0% | +7.1% | -9.1% | -3.9% |
| 3M | -2.8% | -1.0% | -1.8% | -3.1% |
| 6M | +2.2% | +5.9% | -3.7% | -0.8% |
| YTD | +11.5% | -29.5% | +41.1% | +21.3% |
| 1Y | +13.5% | -26.0% | +39.5% | +20.7% |
| 3Y | +78.1% | -19.4% | +97.5% | +79.1% |
| All | +73.1% | -41.2% | +114.3% | +91.4% |
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