-45.2%
INFY vs STLD
+294.9%
-340.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -8.7% | -2.8% | -5.9% | -8.2% |
| 30D | -13.0% | -10.4% | -2.6% | -11.4% |
| 3M | -8.8% | -10.6% | +1.8% | -7.1% |
| 6M | -22.6% | +32.7% | -55.3% | -26.9% |
| YTD | -37.3% | +42.8% | -80.1% | -42.0% |
| 1Y | -33.4% | +86.9% | -120.3% | -41.6% |
| 3Y | -32.3% | +143.8% | -176.1% | -44.8% |
| 5Y | -45.2% | +293.5% | -338.7% | -60.5% |
| All | -45.2% | +294.9% | -340.1% | -60.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling