-45.5%
INFY vs STLA
-63.7%
+18.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -9.8% | -3.8% | -5.9% | -9.0% |
| 30D | -13.4% | -3.1% | -10.3% | -12.9% |
| 3M | -7.2% | -19.6% | +12.4% | -3.3% |
| 6M | -20.6% | -23.5% | +2.9% | -16.8% |
| YTD | -37.5% | -51.5% | +14.1% | -28.4% |
| 1Y | -33.4% | -39.7% | +6.3% | -28.2% |
| 3Y | -32.4% | -66.3% | +33.9% | -20.1% |
| 5Y | -45.5% | -63.1% | +17.7% | -39.5% |
| All | -45.5% | -63.7% | +18.2% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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