+54.4%
SAP vs INFY
-45.7%
+100.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -5.1% | -9.8% | +4.7% | -0.7% |
| 30D | -1.8% | -13.4% | +11.6% | +4.7% |
| 3M | +20.9% | -7.2% | +28.2% | +24.8% |
| 6M | +7.0% | -20.6% | +27.6% | +17.7% |
| YTD | -13.7% | -37.5% | +23.7% | +3.4% |
| 1Y | -19.6% | -33.4% | +13.8% | -6.8% |
| 3Y | +52.4% | -32.4% | +84.8% | +70.5% |
| 5Y | +54.4% | -45.5% | +99.9% | +87.0% |
| All | +54.4% | -45.7% | +100.1% | +87.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling