-23.3%
INFY vs SOLS
+37.2%
-60.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.5% | +9.1% | +1.9% |
| 7D | +1.2% | -8.8% | +10.0% | +0.4% |
| 30D | +13.8% | -0.6% | +14.4% | +13.7% |
| 3M | -2.9% | -9.0% | +6.2% | -3.6% |
| 6M | +2.2% | -28.7% | +30.8% | +0.5% |
| YTD | -29.8% | +19.2% | -49.0% | -35.2% |
| 1Y | -23.3% | +32.6% | -55.9% | -30.2% |
| All | -23.3% | +37.2% | -60.5% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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