+135.7%
XLP vs INFY
+131.7%
+3.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.1% |
| 7D | +2.3% | +5.5% | -3.2% | +1.4% |
| 30D | +9.1% | +17.3% | -8.2% | +6.1% |
| 3M | +7.9% | +0.2% | +7.6% | +7.6% |
| 6M | +9.6% | +0.3% | +9.4% | +8.8% |
| YTD | +19.4% | -27.8% | +47.3% | +24.9% |
| 1Y | +22.4% | -23.3% | +45.6% | +26.2% |
| 3Y | +43.2% | -17.8% | +61.0% | +43.2% |
| 5Y | +42.6% | -37.5% | +80.1% | +49.1% |
| All | +135.7% | +131.7% | +3.9% | +76.4% |
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 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