+9,127.5%
QLD vs INFY
+312.3%
+8,815.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.6% | +2.7% |
| 7D | +0.6% | -2.9% | +3.5% | +2.7% |
| 30D | -0.1% | -6.2% | +6.1% | +4.3% |
| 3M | -8.4% | -4.9% | -3.5% | -8.8% |
| 6M | +32.2% | -16.6% | +48.8% | +42.6% |
| YTD | +28.9% | -32.9% | +61.8% | +60.5% |
| 1Y | +43.8% | -26.9% | +70.7% | +65.0% |
| 3Y | +176.6% | -26.6% | +203.2% | +211.7% |
| 5Y | +121.6% | -44.1% | +165.6% | +214.3% |
| 10Y | +1,652.9% | +90.0% | +1,562.9% | +859.6% |
| All | +9,127.5% | +312.3% | +8,815.2% | +2,054.5% |
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