-23.3%
INFY vs SAN
+23.5%
-46.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.4% | -3.8% | +1.6% |
| 7D | +1.2% | +4.5% | -3.3% | +0.5% |
| 30D | +13.8% | -12.1% | +25.8% | +15.9% |
| 3M | -2.9% | -15.6% | +12.7% | -0.3% |
| 6M | +2.2% | +5.8% | -3.6% | -1.6% |
| YTD | -29.8% | +5.5% | -35.3% | -31.3% |
| 1Y | -23.3% | +23.6% | -46.9% | -27.8% |
| All | -23.3% | +23.5% | -46.7% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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