+1,728.6%
QLD vs INFY
+80.2%
+1,648.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.6% |
| 7D | +1.9% | -8.7% | +10.6% | +8.3% |
| 30D | -1.8% | -13.0% | +11.2% | +7.7% |
| 3M | -0.1% | -8.8% | +8.7% | +2.2% |
| 6M | +32.6% | -22.6% | +55.1% | +51.1% |
| YTD | +27.9% | -37.3% | +65.2% | +68.4% |
| 1Y | +40.3% | -33.4% | +73.6% | +72.5% |
| 3Y | +182.5% | -32.3% | +214.8% | +235.0% |
| 5Y | +122.5% | -45.2% | +167.8% | +220.6% |
| 10Y | +1,728.6% | +80.0% | +1,648.5% | +1,002.6% |
| All | +1,728.6% | +80.2% | +1,648.3% | +1,002.6% |
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