+573.8%
SHEL vs INFY
+2,969.1%
-2,395.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +3.9% | -9.8% | +13.7% | +5.7% |
| 30D | +7.0% | -13.4% | +20.4% | +9.4% |
| 3M | +12.5% | -7.2% | +19.7% | +13.4% |
| 6M | +14.8% | -20.6% | +35.4% | +18.4% |
| YTD | +34.2% | -37.5% | +71.6% | +43.4% |
| 1Y | +37.0% | -33.4% | +70.4% | +44.5% |
| 3Y | +70.9% | -32.4% | +103.3% | +78.2% |
| 5Y | +192.5% | -45.5% | +238.0% | +213.1% |
| 10Y | +208.5% | +79.7% | +128.8% | +168.9% |
| All | +573.8% | +2,969.1% | -2,395.2% | +290.7% |
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