-67.1%
SE vs INFY
-44.9%
-22.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -2.2% |
| 7D | -5.2% | -5.4% | +0.2% | -2.3% |
| 30D | -17.1% | -9.9% | -7.2% | -12.3% |
| 3M | +24.0% | -4.6% | +28.6% | +25.3% |
| 6M | +21.0% | -18.5% | +39.4% | +33.6% |
| YTD | -16.7% | -36.5% | +19.8% | +6.0% |
| 1Y | -45.9% | -32.8% | -13.2% | -35.3% |
| 3Y | +177.8% | -32.2% | +210.0% | +205.5% |
| All | -67.1% | -44.9% | -22.2% | -55.1% |
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 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