+11.3%
NEE vs INFY
-44.9%
+56.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.3% |
| 7D | -1.3% | -5.4% | +4.0% | -0.8% |
| 30D | -3.3% | -9.9% | +6.5% | -2.4% |
| 3M | -2.3% | -4.6% | +2.3% | -2.1% |
| 6M | -8.9% | -18.5% | +9.6% | -7.2% |
| YTD | +4.8% | -36.5% | +41.3% | +10.2% |
| 1Y | +18.7% | -32.8% | +51.5% | +23.1% |
| 3Y | +33.2% | -32.2% | +65.4% | +34.0% |
| All | +11.3% | -44.9% | +56.2% | +13.8% |
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 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