+533.2%
XYZ vs INFY
+92.3%
+440.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +1.6% |
| 7D | -1.0% | -2.9% | +1.9% | +1.1% |
| 30D | -1.7% | -6.2% | +4.5% | +2.8% |
| 3M | +16.7% | -4.9% | +21.7% | +18.7% |
| 6M | +26.9% | -16.6% | +43.4% | +41.1% |
| YTD | +27.1% | -32.9% | +60.1% | +64.1% |
| 1Y | +9.3% | -26.9% | +36.1% | +30.3% |
| 3Y | +42.3% | -26.6% | +68.9% | +61.4% |
| 5Y | -69.3% | -44.1% | -25.3% | -55.9% |
| 10Y | +586.8% | +90.0% | +496.8% | +323.5% |
| All | +533.2% | +92.3% | +440.9% | +294.9% |
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 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