+184.2%
QLD vs INFY
-30.6%
+214.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | +1.5% |
| 7D | +3.0% | -7.2% | +10.2% | +5.5% |
| 30D | -1.8% | -11.2% | +9.4% | +2.0% |
| 3M | -1.8% | -7.4% | +5.6% | -0.4% |
| 6M | +36.9% | -21.3% | +58.1% | +49.7% |
| YTD | +28.7% | -36.2% | +64.9% | +56.4% |
| 1Y | +41.9% | -31.3% | +73.1% | +60.9% |
| 3Y | +184.2% | -31.1% | +215.3% | +228.9% |
| All | +184.2% | -30.6% | +214.8% | +228.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling