+42.6%
XLP vs INFY
-38.0%
+80.6%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | 0.0% |
| 7D | +2.3% | +5.5% | -3.2% | +1.7% |
| 30D | +9.1% | +17.3% | -8.2% | +7.3% |
| 3M | +7.9% | +0.2% | +7.6% | +7.7% |
| 6M | +9.6% | +0.3% | +9.4% | +9.1% |
| YTD | +19.4% | -27.8% | +47.3% | +22.4% |
| 1Y | +22.4% | -23.3% | +45.6% | +24.3% |
| 3Y | +43.2% | -17.8% | +61.0% | +42.1% |
| 5Y | +42.6% | -37.5% | +80.1% | +44.6% |
| All | +42.6% | -38.0% | +80.6% | +44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling