+258.8%
INFY vs SPXU
-100.0%
+358.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | +0.4% |
| 7D | -9.8% | +6.4% | -16.1% | -8.0% |
| 30D | -13.4% | +5.9% | -19.4% | -11.8% |
| 3M | -7.2% | -11.7% | +4.4% | -10.4% |
| 6M | -20.6% | -28.7% | +8.1% | -27.5% |
| YTD | -37.5% | -26.4% | -11.1% | -42.0% |
| 1Y | -33.4% | -35.2% | +1.9% | -40.2% |
| 3Y | -32.4% | -79.8% | +47.4% | -53.7% |
| 5Y | -45.5% | -86.1% | +40.6% | -62.0% |
| 10Y | +79.7% | -99.5% | +179.2% | -43.0% |
| All | +258.8% | -100.0% | +358.8% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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