-39.6%
INFY vs STLD
+291.0%
-330.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.5% |
| 7D | +0.5% | -0.5% | +1.0% | +0.4% |
| 30D | +13.6% | -0.1% | +13.6% | +13.3% |
| 3M | -2.4% | -9.2% | +6.8% | -1.2% |
| 6M | +2.2% | +1.8% | +0.4% | +1.1% |
| YTD | -29.5% | +42.1% | -71.6% | -34.9% |
| 1Y | -26.1% | +58.5% | -84.6% | -33.3% |
| 3Y | -19.7% | +128.2% | -148.0% | -34.1% |
| 5Y | -39.6% | +288.2% | -327.9% | -57.6% |
| All | -39.6% | +291.0% | -330.6% | -57.6% |
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