+35.5%
XLV vs INFY
-44.9%
+80.3%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.4% |
| 7D | -3.6% | -5.4% | +1.8% | -2.6% |
| 30D | -1.8% | -9.9% | +8.0% | 0.0% |
| 3M | +7.8% | -4.6% | +12.4% | +8.3% |
| 6M | +9.1% | -18.5% | +27.6% | +12.4% |
| YTD | +7.7% | -36.5% | +44.3% | +15.8% |
| 1Y | +20.4% | -32.8% | +53.2% | +27.5% |
| 3Y | +30.8% | -32.2% | +63.0% | +36.1% |
| All | +35.5% | -44.9% | +80.3% | +45.0% |
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 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