-33.1%
INFY vs SIMO
+469.0%
-502.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -1.8% |
| 7D | -8.7% | +14.5% | -23.2% | -8.5% |
| 30D | -13.0% | +20.4% | -33.4% | -12.9% |
| 3M | -8.8% | +7.1% | -15.9% | -9.3% |
| 6M | -22.6% | +129.2% | -151.8% | -29.7% |
| YTD | -37.3% | +201.9% | -239.3% | -46.3% |
| 1Y | -33.4% | +235.5% | -268.9% | -44.4% |
| All | -33.1% | +469.0% | -502.0% | -54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling