-23.3%
INFY vs SGI
-10.7%
-12.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.8% | -4.2% | +1.3% |
| 7D | +1.2% | +12.1% | -10.8% | -0.9% |
| 30D | +13.8% | +12.1% | +1.7% | +11.4% |
| 3M | -2.9% | +0.4% | -3.3% | -3.5% |
| 6M | +2.2% | -4.0% | +6.2% | +1.7% |
| YTD | -29.8% | -21.2% | -8.6% | -27.1% |
| 1Y | -23.3% | -12.1% | -11.2% | -19.8% |
| All | -23.3% | -10.7% | -12.6% | -19.8% |
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