+78.9%
INFY vs SRE
+122.3%
-43.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | -5.4% | -0.8% | -4.6% | -5.2% |
| 30D | -9.9% | -3.0% | -6.9% | -9.3% |
| 3M | -4.6% | -8.3% | +3.7% | -2.5% |
| 6M | -18.5% | -8.9% | -9.6% | -16.8% |
| YTD | -36.5% | -4.3% | -32.3% | -36.3% |
| 1Y | -32.8% | +2.7% | -35.5% | -34.1% |
| 3Y | -32.2% | +28.7% | -60.9% | -39.9% |
| 5Y | -44.7% | +47.1% | -91.8% | -54.0% |
| All | +78.9% | +122.3% | -43.5% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 10y: compounded portfolio wealth divided by compounded SRE 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…
10y analysis · Full analysis span regression · 6 months rolling