+264.7%
INFY vs SIMO
+3,544.2%
-3,279.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +6.2% | -11.0% | -5.8% |
| 7D | -7.2% | +14.6% | -21.9% | -9.2% |
| 30D | -11.2% | +6.2% | -17.4% | -12.6% |
| 3M | -7.4% | +3.6% | -11.0% | -10.7% |
| 6M | -21.3% | +130.8% | -152.0% | -35.3% |
| YTD | -36.2% | +195.8% | -232.0% | -50.3% |
| 1Y | -31.3% | +225.0% | -256.3% | -47.6% |
| 3Y | -31.1% | +452.3% | -483.4% | -53.1% |
| 5Y | -44.9% | +303.6% | -348.5% | -61.7% |
| 10Y | +83.1% | +528.8% | -445.7% | +10.8% |
| All | +264.7% | +3,544.2% | -3,279.5% | +21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling