-26.9%
INFY vs SIMO
+226.2%
-253.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.7% | -11.9% | -2.4% |
| 7D | -2.9% | +4.2% | -7.1% | -2.5% |
| 30D | -6.2% | +4.1% | -10.3% | -5.5% |
| 3M | -4.9% | -12.9% | +8.0% | -4.5% |
| 6M | -16.6% | +110.3% | -126.9% | -17.6% |
| YTD | -32.9% | +178.6% | -211.5% | -36.6% |
| 1Y | -26.9% | +220.0% | -246.9% | -31.3% |
| All | -26.9% | +226.2% | -253.1% | -31.3% |
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