-31.1%
INFY vs STLD
+141.4%
-172.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.1% | -4.7% |
| 7D | -7.2% | +2.7% | -9.9% | -7.7% |
| 30D | -11.2% | -8.4% | -2.7% | -10.0% |
| 3M | -7.4% | -9.9% | +2.5% | -5.8% |
| 6M | -21.3% | +33.0% | -54.3% | -25.4% |
| YTD | -36.2% | +42.6% | -78.8% | -40.6% |
| 1Y | -31.3% | +80.8% | -112.0% | -39.1% |
| 3Y | -31.1% | +143.4% | -174.5% | -44.5% |
| All | -31.1% | +141.4% | -172.5% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 3y: compounded portfolio wealth divided by compounded STLD 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…
3y analysis · Full analysis span regression · 6 months rolling