-32.2%
INFY vs SAN
+352.3%
-384.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +1.1% |
| 7D | -5.4% | +0.2% | -5.6% | -5.4% |
| 30D | -9.9% | +0.9% | -10.8% | -10.0% |
| 3M | -4.6% | +19.1% | -23.7% | -7.8% |
| 6M | -18.5% | +33.2% | -51.7% | -23.1% |
| YTD | -36.5% | +29.1% | -65.6% | -39.7% |
| 1Y | -32.8% | +50.2% | -83.0% | -37.7% |
| 3Y | -32.2% | +351.0% | -383.2% | -45.4% |
| All | -32.2% | +352.3% | -384.5% | -45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling