+147.8%
XEL vs INFY
+80.1%
+67.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | -0.1% |
| 7D | -0.3% | -5.4% | +5.1% | +0.4% |
| 30D | -3.9% | -9.9% | +5.9% | -2.6% |
| 3M | -2.8% | -4.6% | +1.8% | -2.6% |
| 6M | -5.4% | -18.5% | +13.1% | -3.3% |
| YTD | +3.8% | -36.5% | +40.3% | +9.9% |
| 1Y | +6.8% | -32.8% | +39.6% | +11.6% |
| 3Y | +45.6% | -32.2% | +77.8% | +49.5% |
| 5Y | +30.7% | -44.7% | +75.4% | +37.6% |
| All | +147.8% | +80.1% | +67.7% | +87.4% |
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