+2,383.0%
INFY vs SONY
+202.8%
+2,180.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.8% |
| 7D | -5.4% | -2.7% | -2.7% | -4.2% |
| 30D | -9.9% | +1.5% | -11.4% | -10.5% |
| 3M | -4.6% | +13.0% | -17.6% | -9.7% |
| 6M | -18.5% | +11.2% | -29.7% | -22.7% |
| YTD | -36.5% | -6.6% | -29.9% | -35.3% |
| 1Y | -32.8% | -18.1% | -14.6% | -27.8% |
| 3Y | -32.2% | +42.1% | -74.3% | -44.9% |
| 5Y | -44.7% | +11.0% | -55.7% | -50.9% |
| 10Y | +82.3% | +289.2% | -206.9% | -14.0% |
| All | +2,383.0% | +202.8% | +2,180.2% | +991.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling