+10.6%
XLK vs INFY
-20.0%
+30.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +4.6% | -12.6% | -7.7% |
| 7D | -14.0% | +4.9% | -18.9% | -13.6% |
| 30D | -19.6% | +21.3% | -40.9% | -18.9% |
| 3M | -12.6% | +2.6% | -15.1% | -12.2% |
| 6M | -1.7% | +4.9% | -6.7% | -0.3% |
| YTD | +13.2% | -26.6% | +39.8% | +19.4% |
| 1Y | +10.6% | -20.4% | +31.0% | +14.9% |
| All | +10.6% | -20.0% | +30.6% | +14.9% |
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