+788.5%
XLK vs INFY
+80.1%
+708.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.1% | +0.8% |
| 7D | +0.2% | -5.4% | +5.6% | +2.3% |
| 30D | -0.6% | -9.9% | +9.2% | +3.1% |
| 3M | +2.6% | -4.6% | +7.1% | +2.4% |
| 6M | +34.0% | -18.5% | +52.4% | +41.9% |
| YTD | +30.7% | -36.5% | +67.2% | +52.8% |
| 1Y | +39.2% | -32.8% | +71.9% | +57.2% |
| 3Y | +120.4% | -32.2% | +152.6% | +143.4% |
| 5Y | +148.8% | -44.7% | +193.5% | +197.6% |
| All | +788.5% | +80.1% | +708.4% | +529.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling