+5.7%
XLP vs INFY
-33.3%
+39.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -1.0% |
| 7D | -2.9% | -8.7% | +5.8% | -2.3% |
| 30D | -2.2% | -13.0% | +10.7% | -1.4% |
| 3M | -0.6% | -8.8% | +8.2% | -0.4% |
| 6M | -2.2% | -22.6% | +20.4% | -2.2% |
| YTD | +8.3% | -37.3% | +45.6% | +8.3% |
| 1Y | +5.7% | -33.4% | +39.1% | +5.0% |
| All | +5.7% | -33.3% | +39.0% | +5.0% |
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