+2,396.4%
INFY vs SPG
+3,200.8%
-804.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.0% | -5.3% |
| 7D | -7.2% | 0.0% | -7.3% | -7.3% |
| 30D | -11.2% | -4.9% | -6.2% | -9.7% |
| 3M | -7.4% | +3.3% | -10.7% | -8.4% |
| 6M | -21.3% | +11.2% | -32.5% | -24.3% |
| YTD | -36.2% | +17.1% | -53.2% | -39.7% |
| 1Y | -31.3% | +21.6% | -52.8% | -36.0% |
| 3Y | -31.1% | +111.9% | -142.9% | -47.7% |
| 5Y | -44.9% | +106.9% | -151.8% | -58.6% |
| 10Y | +83.1% | +62.2% | +20.9% | +31.2% |
| All | +2,396.4% | +3,200.8% | -804.4% | +321.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling