+78.9%
INFY vs SONY
+293.1%
-214.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.9% |
| 7D | -5.4% | -2.7% | -2.7% | -4.4% |
| 30D | -9.9% | +1.5% | -11.4% | -10.3% |
| 3M | -4.6% | +13.0% | -17.6% | -8.7% |
| 6M | -18.5% | +11.2% | -29.7% | -21.8% |
| YTD | -36.5% | -6.6% | -29.9% | -35.5% |
| 1Y | -32.8% | -18.1% | -14.6% | -28.7% |
| 3Y | -32.2% | +42.1% | -74.3% | -42.6% |
| 5Y | -44.7% | +11.0% | -55.7% | -49.4% |
| All | +78.9% | +293.1% | -214.2% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling