+542.6%
XLP vs INFY
+3,441.7%
-2,899.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | 0.0% |
| 7D | +2.3% | +5.5% | -3.2% | +1.9% |
| 30D | +9.1% | +17.3% | -8.2% | +7.7% |
| 3M | +7.9% | +0.2% | +7.6% | +7.7% |
| 6M | +9.6% | +0.3% | +9.4% | +9.3% |
| YTD | +19.4% | -27.8% | +47.3% | +21.8% |
| 1Y | +22.4% | -23.3% | +45.6% | +24.1% |
| 3Y | +43.2% | -17.8% | +61.0% | +43.8% |
| 5Y | +42.6% | -37.5% | +80.1% | +45.6% |
| 10Y | +135.4% | +128.4% | +7.1% | +116.8% |
| All | +542.6% | +3,441.7% | -2,899.0% | +413.4% |
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