+217.9%
XLE vs INFY
-44.9%
+262.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.1% | +0.1% |
| 7D | +1.7% | -5.4% | +7.1% | +2.5% |
| 30D | +6.7% | -9.9% | +16.6% | +8.3% |
| 3M | +14.9% | -4.6% | +19.4% | +15.1% |
| 6M | +15.9% | -18.5% | +34.4% | +18.8% |
| YTD | +47.7% | -36.5% | +84.2% | +57.6% |
| 1Y | +50.7% | -32.8% | +83.5% | +58.1% |
| 3Y | +57.9% | -32.2% | +90.1% | +63.0% |
| All | +217.9% | -44.9% | +262.8% | +228.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling