-32.2%
INFY vs SONY
+42.2%
-74.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.1% |
| 7D | -5.4% | -2.7% | -2.7% | -4.7% |
| 30D | -9.9% | +1.5% | -11.4% | -10.2% |
| 3M | -4.6% | +13.0% | -17.6% | -7.5% |
| 6M | -18.5% | +11.2% | -29.7% | -20.8% |
| YTD | -36.5% | -6.6% | -29.9% | -36.0% |
| 1Y | -32.8% | -18.1% | -14.6% | -30.3% |
| 3Y | -32.2% | +42.1% | -74.3% | -37.6% |
| All | -32.2% | +42.2% | -74.4% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling