+776.1%
IVV vs INFY
+261.5%
+514.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.4% |
| 7D | +0.1% | -2.9% | +3.0% | +0.8% |
| 30D | +0.1% | -6.2% | +6.3% | +1.5% |
| 3M | +2.0% | -4.9% | +6.9% | +2.5% |
| 6M | +13.0% | -16.6% | +29.6% | +16.7% |
| YTD | +13.6% | -32.9% | +46.5% | +23.0% |
| 1Y | +20.1% | -26.9% | +46.9% | +26.8% |
| 3Y | +77.6% | -26.6% | +104.2% | +85.7% |
| 5Y | +82.5% | -44.1% | +126.5% | +101.9% |
| 10Y | +316.5% | +90.0% | +226.6% | +237.9% |
| All | +776.1% | +261.5% | +514.6% | +398.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling