+21.3%
XLP vs INFY
-25.7%
+47.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.7% |
| 7D | -0.5% | +0.5% | -1.0% | -0.6% |
| 30D | +8.3% | +13.6% | -5.2% | +7.4% |
| 3M | +8.7% | -2.4% | +11.1% | +8.8% |
| 6M | +11.2% | +2.2% | +9.0% | +10.5% |
| YTD | +20.0% | -29.5% | +49.5% | +18.6% |
| 1Y | +21.3% | -26.1% | +47.5% | +19.2% |
| All | +21.3% | -25.7% | +47.0% | +19.2% |
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