+50.7%
XLE vs INFY
-32.0%
+82.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.1% | +0.3% |
| 7D | +1.7% | -5.4% | +7.1% | +1.7% |
| 30D | +6.7% | -9.9% | +16.6% | +6.8% |
| 3M | +14.9% | -4.6% | +19.4% | +14.8% |
| 6M | +15.9% | -18.5% | +34.4% | +15.6% |
| YTD | +47.7% | -36.5% | +84.2% | +46.7% |
| 1Y | +50.7% | -32.8% | +83.5% | +46.0% |
| All | +50.7% | -32.0% | +82.8% | +46.0% |
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 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