+1,520.2%
QLD vs INFY
+126.4%
+1,393.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.3% | +6.9% | +6.2% |
| 7D | -1.2% | +0.5% | -1.7% | -2.3% |
| 30D | -15.7% | +13.6% | -29.3% | -24.5% |
| 3M | -10.0% | -2.4% | -7.7% | -11.5% |
| 6M | -11.2% | +2.2% | -13.4% | -19.3% |
| YTD | +16.4% | -29.5% | +45.8% | +37.4% |
| 1Y | +12.7% | -26.1% | +38.8% | +26.4% |
| 3Y | +152.3% | -19.7% | +172.0% | +156.7% |
| 5Y | +91.8% | -39.6% | +131.4% | +152.8% |
| 10Y | +1,520.2% | +122.0% | +1,398.2% | +733.1% |
| All | +1,520.2% | +126.4% | +1,393.8% | +733.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling