+493.2%
XLP vs INFY
+3,191.3%
-2,698.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.5% |
| 7D | -1.0% | -2.9% | +1.9% | -0.8% |
| 30D | -0.9% | -6.2% | +5.4% | -0.4% |
| 3M | +3.8% | -4.9% | +8.7% | +4.1% |
| 6M | -1.7% | -16.6% | +14.9% | -0.6% |
| YTD | +10.3% | -32.9% | +43.2% | +13.2% |
| 1Y | +7.8% | -26.9% | +34.7% | +9.8% |
| 3Y | +27.2% | -26.6% | +53.8% | +29.0% |
| 5Y | +32.5% | -44.1% | +76.6% | +36.6% |
| 10Y | +101.8% | +90.0% | +11.8% | +88.3% |
| All | +493.2% | +3,191.3% | -2,698.1% | +377.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling