+67.1%
INFY vs SPMO
+566.1%
-499.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.2% |
| 7D | -5.4% | -0.9% | -4.4% | -4.9% |
| 30D | -9.9% | -1.9% | -7.9% | -9.1% |
| 3M | -4.6% | -1.4% | -3.2% | -6.1% |
| 6M | -18.5% | +25.5% | -44.0% | -31.8% |
| YTD | -36.5% | +24.8% | -61.4% | -46.8% |
| 1Y | -32.8% | +24.5% | -57.2% | -43.6% |
| 3Y | -32.2% | +157.1% | -189.3% | -65.6% |
| 5Y | -44.7% | +149.5% | -194.2% | -71.5% |
| 10Y | +82.3% | +518.1% | -435.7% | -40.5% |
| All | +67.1% | +566.1% | -499.0% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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