-26.9%
INFY vs SM
+36.8%
-63.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -3.1% |
| 7D | -2.9% | -0.5% | -2.4% | -2.9% |
| 30D | -6.2% | +25.6% | -31.8% | -7.6% |
| 3M | -4.9% | +8.0% | -12.9% | -6.2% |
| 6M | -16.6% | +50.8% | -67.4% | -19.7% |
| YTD | -32.9% | +97.9% | -130.8% | -37.0% |
| 1Y | -26.9% | +33.8% | -60.7% | -26.6% |
| All | -26.9% | +36.8% | -63.6% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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