-26.9%
INFY vs SGI
-17.2%
-9.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.3% |
| 7D | -2.9% | +8.5% | -11.4% | -4.0% |
| 30D | -6.2% | +0.7% | -6.9% | -6.5% |
| 3M | -4.9% | +0.6% | -5.5% | -5.5% |
| 6M | -16.6% | -17.9% | +1.4% | -14.7% |
| YTD | -32.9% | -21.2% | -11.7% | -30.5% |
| 1Y | -26.9% | -18.9% | -8.0% | -24.5% |
| All | -26.9% | -17.2% | -9.7% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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