+1,037.4%
SAP vs INFY
+3,191.3%
-2,153.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | +0.2% |
| 7D | -2.9% | -2.9% | 0.0% | -2.0% |
| 30D | +9.0% | -6.2% | +15.3% | +11.3% |
| 3M | +14.9% | -4.9% | +19.9% | +16.9% |
| 6M | +11.9% | -16.6% | +28.5% | +18.7% |
| YTD | -9.9% | -32.9% | +23.0% | +1.9% |
| 1Y | -19.5% | -26.9% | +7.3% | -11.9% |
| 3Y | +61.8% | -26.6% | +88.4% | +74.8% |
| 5Y | +56.2% | -44.1% | +100.2% | +82.6% |
| 10Y | +180.6% | +90.0% | +90.6% | +116.6% |
| All | +1,037.4% | +3,191.3% | -2,153.9% | +347.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling