+149.7%
XBI vs INFY
+80.1%
+69.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.9% |
| 7D | -4.6% | -5.4% | +0.7% | -2.8% |
| 30D | -2.0% | -9.9% | +7.9% | +1.5% |
| 3M | +17.8% | -4.6% | +22.4% | +18.3% |
| 6M | +23.7% | -18.5% | +42.2% | +31.0% |
| YTD | +28.2% | -36.5% | +64.8% | +48.3% |
| 1Y | +64.0% | -32.8% | +96.7% | +84.0% |
| 3Y | +99.4% | -32.2% | +131.6% | +119.0% |
| 5Y | +19.3% | -44.7% | +64.0% | +40.6% |
| All | +149.7% | +80.1% | +69.6% | +97.2% |
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