-44.6%
INFY vs SPXS
-86.0%
+41.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +0.9% |
| 7D | -5.4% | +2.5% | -7.9% | -4.8% |
| 30D | -9.9% | +4.2% | -14.1% | -8.8% |
| 3M | -4.6% | -9.3% | +4.7% | -6.7% |
| 6M | -18.5% | -30.7% | +12.2% | -25.1% |
| YTD | -36.5% | -28.1% | -8.5% | -40.8% |
| 1Y | -32.8% | -35.1% | +2.3% | -38.6% |
| 3Y | -32.2% | -79.6% | +47.4% | -50.9% |
| All | -44.6% | -86.0% | +41.4% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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