+76.1%
XBI vs INFY
-26.8%
+102.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | -0.1% |
| 7D | +0.9% | -2.9% | +3.8% | +1.1% |
| 30D | +7.1% | -6.2% | +13.3% | +7.6% |
| 3M | +22.9% | -4.9% | +27.8% | +23.4% |
| 6M | +29.7% | -16.6% | +46.3% | +32.9% |
| YTD | +34.5% | -32.9% | +67.4% | +42.8% |
| 1Y | +76.1% | -26.9% | +102.9% | +83.1% |
| All | +76.1% | -26.8% | +102.8% | +83.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling