+56.2%
SAP vs INFY
-32.6%
+88.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.4% |
| 7D | -0.3% | -8.7% | +8.4% | +3.5% |
| 30D | +0.3% | -13.0% | +13.3% | +6.1% |
| 3M | +16.9% | -8.8% | +25.7% | +21.0% |
| 6M | +6.3% | -22.6% | +28.9% | +16.0% |
| YTD | -12.4% | -37.3% | +24.9% | +1.2% |
| 1Y | -21.6% | -33.4% | +11.7% | -11.9% |
| All | +56.2% | -32.6% | +88.9% | +77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling