+44.2%
XLU vs INFY
-44.9%
+89.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.4% |
| 7D | -1.6% | -5.4% | +3.8% | -1.2% |
| 30D | -3.3% | -9.9% | +6.5% | -2.6% |
| 3M | -3.2% | -4.6% | +1.4% | -3.1% |
| 6M | -7.0% | -18.5% | +11.5% | -5.8% |
| YTD | +0.6% | -36.5% | +37.2% | +4.3% |
| 1Y | +2.4% | -32.8% | +35.2% | +5.1% |
| 3Y | +46.3% | -32.2% | +78.5% | +47.8% |
| All | +44.2% | -44.9% | +89.1% | +45.3% |
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