+171.9%
SAP vs INFY
+80.1%
+91.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.4% |
| 7D | -4.1% | -5.4% | +1.3% | -1.8% |
| 30D | +1.1% | -9.9% | +10.9% | +5.6% |
| 3M | +26.1% | -4.6% | +30.7% | +28.5% |
| 6M | +9.8% | -18.5% | +28.3% | +19.3% |
| YTD | -13.6% | -36.5% | +23.0% | +3.0% |
| 1Y | -18.7% | -32.8% | +14.1% | -5.9% |
| 3Y | +54.1% | -32.2% | +86.3% | +73.9% |
| 5Y | +54.7% | -44.7% | +99.4% | +87.7% |
| All | +171.9% | +80.1% | +91.8% | +106.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 10y: compounded portfolio wealth divided by compounded INFY 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…
10y analysis · Full analysis span regression · 6 months rolling