+71.4%
XLC vs INFY
-31.8%
+103.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.7% |
| 7D | +0.5% | -5.4% | +5.9% | +1.6% |
| 30D | +2.1% | -9.9% | +12.0% | +4.3% |
| 3M | +0.7% | -4.6% | +5.3% | +1.3% |
| 6M | -3.2% | -18.5% | +15.3% | +0.5% |
| YTD | -3.8% | -36.5% | +32.7% | +5.4% |
| 1Y | -2.0% | -32.8% | +30.7% | +4.8% |
| 3Y | +71.4% | -32.2% | +103.6% | +81.0% |
| All | +71.4% | -31.8% | +103.1% | +81.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling