+27.1%
XLP vs INFY
-30.6%
+57.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.3% |
| 7D | -1.4% | -7.2% | +5.8% | -0.9% |
| 30D | -1.3% | -11.2% | +9.9% | -0.4% |
| 3M | +1.8% | -7.4% | +9.3% | +2.2% |
| 6M | -0.8% | -21.3% | +20.4% | +0.3% |
| YTD | +9.5% | -36.2% | +45.7% | +12.1% |
| 1Y | +7.2% | -31.3% | +38.4% | +8.7% |
| 3Y | +27.1% | -31.1% | +58.2% | +26.5% |
| All | +27.1% | -30.6% | +57.7% | +26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling