+14.3%
SGOV vs INFY
-29.6%
+43.9%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.8% | -4.8% | 0.0% |
| 7D | +0.1% | -0.9% | +0.9% | +0.1% |
| 30D | +0.3% | -4.1% | +4.3% | +0.3% |
| 3M | +0.9% | -1.2% | +2.1% | +0.9% |
| 6M | +1.8% | -10.7% | +12.5% | +1.8% |
| YTD | +2.5% | -33.5% | +36.0% | +2.5% |
| 1Y | +3.8% | -29.1% | +32.8% | +3.8% |
| 3Y | +14.3% | -29.6% | +43.9% | +14.3% |
| All | +14.3% | -29.6% | +43.9% | +14.3% |
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