-67.9%
XYZ vs INFY
-44.9%
-23.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.8% |
| 7D | -4.3% | -5.4% | +1.1% | -0.6% |
| 30D | +1.2% | -9.9% | +11.0% | +8.5% |
| 3M | +14.6% | -4.6% | +19.2% | +16.0% |
| 6M | +22.6% | -18.5% | +41.0% | +38.5% |
| YTD | +21.7% | -36.5% | +58.2% | +64.4% |
| 1Y | +6.7% | -32.8% | +39.5% | +35.3% |
| 3Y | +46.8% | -32.2% | +79.0% | +69.6% |
| All | -67.9% | -44.9% | -23.0% | -53.5% |
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