+30.8%
XLV vs INFY
-31.8%
+62.6%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.4% |
| 7D | -3.6% | -5.4% | +1.8% | -2.7% |
| 30D | -1.8% | -9.9% | +8.0% | -0.3% |
| 3M | +7.8% | -4.6% | +12.4% | +8.3% |
| 6M | +9.1% | -18.5% | +27.6% | +11.8% |
| YTD | +7.7% | -36.5% | +44.3% | +14.3% |
| 1Y | +20.4% | -32.8% | +53.2% | +26.1% |
| 3Y | +30.8% | -32.2% | +63.0% | +35.0% |
| All | +30.8% | -31.8% | +62.6% | +35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling