+159.8%
XLB vs INFY
+80.1%
+79.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | -0.1% |
| 7D | -2.8% | -5.4% | +2.5% | -1.2% |
| 30D | -3.1% | -9.9% | +6.8% | -0.1% |
| 3M | -0.2% | -4.6% | +4.4% | +0.5% |
| 6M | +3.1% | -18.5% | +21.5% | +8.3% |
| YTD | +13.3% | -36.5% | +49.8% | +28.2% |
| 1Y | +12.0% | -32.8% | +44.8% | +23.4% |
| 3Y | +31.4% | -32.2% | +63.6% | +41.3% |
| 5Y | +33.9% | -44.7% | +78.6% | +52.2% |
| All | +159.8% | +80.1% | +79.7% | +89.6% |
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