+2,351.6%
INFY vs SMTC
+2,374.6%
-23.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.0% |
| 7D | -8.7% | +22.5% | -31.2% | -13.6% |
| 30D | -13.0% | +24.9% | -37.9% | -19.1% |
| 3M | -8.8% | +4.1% | -12.8% | -14.2% |
| 6M | -22.6% | +92.6% | -115.1% | -39.9% |
| YTD | -37.3% | +122.5% | -159.8% | -53.6% |
| 1Y | -33.4% | +166.2% | -199.6% | -53.8% |
| 3Y | -32.3% | +577.2% | -609.5% | -70.3% |
| 5Y | -45.2% | +119.0% | -164.2% | -68.1% |
| 10Y | +80.0% | +527.9% | -447.9% | -33.9% |
| All | +2,351.6% | +2,374.6% | -23.0% | +337.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling