+7.2%
XYZ vs INFY
-34.2%
+41.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -5.2% | -9.8% | +4.6% | -1.3% |
| 30D | 0.0% | -13.4% | +13.4% | +5.6% |
| 3M | +18.7% | -7.2% | +25.9% | +21.2% |
| 6M | +20.5% | -20.6% | +41.1% | +31.5% |
| YTD | +21.5% | -37.5% | +58.9% | +43.7% |
| 1Y | +7.2% | -33.4% | +40.6% | +22.0% |
| All | +7.2% | -34.2% | +41.4% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling