+984.9%
XLI vs INFY
+2,969.1%
-1,984.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -2.3% | -9.8% | +7.5% | -0.4% |
| 30D | -8.2% | -13.4% | +5.3% | -5.7% |
| 3M | +0.8% | -7.2% | +8.0% | +1.6% |
| 6M | +0.8% | -20.6% | +21.5% | +4.4% |
| YTD | +10.5% | -37.5% | +48.0% | +19.4% |
| 1Y | +14.1% | -33.4% | +47.5% | +21.4% |
| 3Y | +68.6% | -32.4% | +101.0% | +77.5% |
| 5Y | +80.4% | -45.5% | +125.9% | +96.4% |
| 10Y | +254.6% | +79.7% | +175.0% | +203.2% |
| All | +984.9% | +2,969.1% | -1,984.2% | +540.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling