+70.3%
XLI vs INFY
-31.8%
+102.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.9% |
| 7D | -1.7% | -5.4% | +3.7% | -1.0% |
| 30D | -7.3% | -9.9% | +2.6% | -6.1% |
| 3M | -1.3% | -4.6% | +3.2% | -1.1% |
| 6M | +2.2% | -18.5% | +20.7% | +5.1% |
| YTD | +11.7% | -36.5% | +48.2% | +20.5% |
| 1Y | +14.3% | -32.8% | +47.0% | +20.7% |
| 3Y | +70.3% | -32.2% | +102.5% | +76.8% |
| All | +70.3% | -31.8% | +102.1% | +76.8% |
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