-44.6%
INFY vs SRE
+45.6%
-90.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | -5.4% | -0.8% | -4.6% | -5.3% |
| 30D | -9.9% | -3.0% | -6.9% | -9.5% |
| 3M | -4.6% | -8.3% | +3.7% | -3.3% |
| 6M | -18.5% | -8.9% | -9.6% | -17.4% |
| YTD | -36.5% | -4.3% | -32.3% | -36.5% |
| 1Y | -32.8% | +2.7% | -35.5% | -33.8% |
| 3Y | -32.2% | +28.7% | -60.9% | -38.8% |
| All | -44.6% | +45.6% | -90.2% | -53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling