+58.3%
XLE vs INFY
-32.6%
+90.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.0% |
| 7D | +0.3% | -8.7% | +9.0% | +1.3% |
| 30D | +8.5% | -13.0% | +21.5% | +10.1% |
| 3M | +14.6% | -8.8% | +23.4% | +15.4% |
| 6M | +17.6% | -22.6% | +40.1% | +20.7% |
| YTD | +48.1% | -37.3% | +85.4% | +56.5% |
| 1Y | +53.8% | -33.4% | +87.2% | +59.3% |
| All | +58.3% | -32.6% | +90.9% | +58.1% |
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