-44.6%
INFY vs SPG
+106.0%
-150.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.4% |
| 7D | -5.4% | -1.2% | -4.2% | -5.0% |
| 30D | -9.9% | -6.1% | -3.7% | -7.8% |
| 3M | -4.6% | -3.6% | -0.9% | -3.1% |
| 6M | -18.5% | +10.4% | -28.9% | -21.4% |
| YTD | -36.5% | +14.4% | -50.9% | -39.6% |
| 1Y | -32.8% | +16.5% | -49.3% | -36.5% |
| 3Y | -32.2% | +106.8% | -139.0% | -48.9% |
| All | -44.6% | +106.0% | -150.6% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 5y: compounded portfolio wealth divided by compounded SPG 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…
5y analysis · Full analysis span regression · 6 months rolling