-23.3%
INFY vs SIMO
+94.5%
-117.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.6% | +12.2% | +1.3% |
| 7D | +1.2% | -16.9% | +18.1% | -0.8% |
| 30D | +13.8% | -35.4% | +49.1% | +8.7% |
| 3M | -2.9% | -31.9% | +29.0% | -5.7% |
| 6M | +2.2% | -19.3% | +21.5% | -0.7% |
| YTD | -29.8% | +98.5% | -128.3% | -34.5% |
| 1Y | -23.3% | +100.5% | -123.8% | -28.8% |
| All | -23.3% | +94.5% | -117.8% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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