-23.3%
INFY vs SHAK
-21.2%
-2.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.8% | -1.2% | +1.8% |
| 7D | +1.2% | +8.3% | -7.1% | -0.5% |
| 30D | +13.8% | +16.7% | -2.9% | +10.1% |
| 3M | -2.9% | +10.0% | -12.8% | -5.4% |
| 6M | +2.2% | -23.8% | +26.0% | +5.1% |
| YTD | -29.8% | -10.3% | -19.5% | -30.6% |
| 1Y | -23.3% | -22.9% | -0.4% | -20.6% |
| All | -23.3% | -21.2% | -2.0% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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