+139.5%
XLP vs INFY
+124.5%
+15.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +2.5% | -1.7% | +4.2% | +2.8% |
| 30D | +7.3% | +7.1% | +0.3% | +6.0% |
| 3M | +8.1% | -1.0% | +9.1% | +8.0% |
| 6M | +10.5% | +5.9% | +4.6% | +8.7% |
| YTD | +21.2% | -29.5% | +50.7% | +27.2% |
| 1Y | +22.7% | -26.0% | +48.7% | +27.4% |
| 3Y | +44.8% | -19.4% | +64.2% | +45.3% |
| 5Y | +44.7% | -40.9% | +85.7% | +53.2% |
| All | +139.5% | +124.5% | +15.0% | +77.8% |
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