+2,347.1%
INFY vs SRE
+2,058.5%
+288.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | -9.8% | -0.7% | -9.1% | -9.6% |
| 30D | -13.4% | -1.7% | -11.7% | -13.1% |
| 3M | -7.2% | -7.1% | -0.2% | -5.1% |
| 6M | -20.6% | -8.4% | -12.2% | -18.7% |
| YTD | -37.5% | -3.5% | -33.9% | -37.3% |
| 1Y | -33.4% | +5.4% | -38.8% | -35.6% |
| 3Y | -32.4% | +29.5% | -61.9% | -41.4% |
| 5Y | -45.5% | +48.3% | -93.8% | -55.9% |
| 10Y | +79.7% | +123.5% | -43.8% | +17.4% |
| All | +2,347.1% | +2,058.5% | +288.5% | +855.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling