+568.6%
SE vs INFY
+92.2%
+476.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.3% | -3.1% |
| 7D | -3.6% | -8.7% | +5.1% | +1.4% |
| 30D | -5.3% | -13.0% | +7.7% | +2.4% |
| 3M | +28.1% | -8.8% | +36.9% | +32.9% |
| 6M | +20.7% | -22.6% | +43.2% | +37.1% |
| YTD | -14.8% | -37.3% | +22.6% | +8.3% |
| 1Y | -43.6% | -33.4% | -10.2% | -32.2% |
| 3Y | +184.2% | -32.3% | +216.5% | +223.9% |
| 5Y | -66.3% | -45.2% | -21.1% | -55.0% |
| All | +568.6% | +92.2% | +476.3% | +505.2% |
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