+33.3%
SHEL vs INFY
-26.8%
+60.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +3.9% | +0.8% |
| 7D | +2.2% | -2.9% | +5.1% | +2.3% |
| 30D | +6.8% | -6.2% | +13.1% | +7.1% |
| 3M | +8.1% | -4.9% | +13.0% | +8.0% |
| 6M | +14.4% | -16.6% | +31.0% | +14.1% |
| YTD | +30.0% | -32.9% | +62.9% | +29.6% |
| 1Y | +33.3% | -26.9% | +60.2% | +30.1% |
| All | +33.3% | -26.8% | +60.1% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling