-32.2%
INFY vs SMTC
+579.3%
-611.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.1% | -3.6% | +1.3% |
| 7D | -5.4% | +13.1% | -18.5% | -5.7% |
| 30D | -9.9% | +19.5% | -29.3% | -10.4% |
| 3M | -4.6% | +2.2% | -6.8% | -4.7% |
| 6M | -18.5% | +94.9% | -113.3% | -23.1% |
| YTD | -36.5% | +127.0% | -163.5% | -40.9% |
| 1Y | -32.8% | +174.6% | -207.3% | -38.5% |
| 3Y | -32.2% | +615.9% | -648.1% | -45.0% |
| All | -32.2% | +579.3% | -611.5% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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