+956.4%
XLY vs INFY
+3,014.1%
-2,057.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | -1.7% | -5.4% | +3.7% | -0.7% |
| 30D | -4.2% | -9.9% | +5.7% | -2.3% |
| 3M | -2.7% | -4.6% | +1.9% | -2.2% |
| 6M | -0.6% | -18.5% | +17.8% | +2.6% |
| YTD | -5.0% | -36.5% | +31.5% | +2.5% |
| 1Y | -4.1% | -32.8% | +28.7% | +2.0% |
| 3Y | +33.6% | -32.2% | +65.8% | +41.3% |
| 5Y | +28.7% | -44.7% | +73.4% | +40.9% |
| 10Y | +219.6% | +82.3% | +137.3% | +179.4% |
| All | +956.4% | +3,014.1% | -2,057.7% | +550.3% |
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 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