-45.5%
INFY vs SIMO
+287.2%
-332.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.5% | +4.3% | 0.0% |
| 7D | -9.8% | +12.5% | -22.3% | -10.2% |
| 30D | -13.4% | +18.4% | -31.8% | -14.2% |
| 3M | -7.2% | +5.6% | -12.8% | -8.8% |
| 6M | -20.6% | +116.9% | -137.5% | -29.4% |
| YTD | -37.5% | +188.4% | -225.9% | -47.3% |
| 1Y | -33.4% | +221.3% | -254.6% | -45.1% |
| 3Y | -32.4% | +438.6% | -471.0% | -50.0% |
| 5Y | -45.5% | +287.9% | -333.4% | -56.7% |
| All | -45.5% | +287.2% | -332.7% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling