+47.2%
XYZ vs INFY
-32.6%
+79.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.1% |
| 7D | -3.7% | -8.7% | +5.0% | +0.3% |
| 30D | +0.5% | -13.0% | +13.5% | +6.9% |
| 3M | +16.3% | -8.8% | +25.0% | +20.1% |
| 6M | +21.1% | -22.6% | +43.7% | +35.2% |
| YTD | +22.0% | -37.3% | +59.3% | +49.6% |
| 1Y | +5.2% | -33.4% | +38.5% | +24.0% |
| All | +47.2% | -32.6% | +79.8% | +59.9% |
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