+666.0%
XLU vs INFY
+3,014.1%
-2,348.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | -1.6% | -5.4% | +3.8% | -1.1% |
| 30D | -3.3% | -9.9% | +6.5% | -2.3% |
| 3M | -3.2% | -4.6% | +1.4% | -3.0% |
| 6M | -7.0% | -18.5% | +11.5% | -5.5% |
| YTD | +0.6% | -36.5% | +37.2% | +4.7% |
| 1Y | +2.4% | -32.8% | +35.2% | +5.8% |
| 3Y | +46.3% | -32.2% | +78.5% | +49.9% |
| 5Y | +44.0% | -44.7% | +88.6% | +49.8% |
| 10Y | +140.1% | +82.3% | +57.7% | +118.0% |
| All | +666.0% | +3,014.1% | -2,348.1% | +470.8% |
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