+2,993.7%
SHOP vs INFY
+80.1%
+2,913.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +0.7% |
| 7D | -11.2% | -5.4% | -5.8% | -7.7% |
| 30D | -14.4% | -9.9% | -4.5% | -8.1% |
| 3M | +16.6% | -4.6% | +21.2% | +19.3% |
| 6M | -0.6% | -18.5% | +17.9% | +12.8% |
| YTD | -20.0% | -36.5% | +16.5% | +6.4% |
| 1Y | -11.2% | -32.8% | +21.6% | +12.5% |
| 3Y | +99.5% | -32.2% | +131.7% | +148.4% |
| 5Y | -13.2% | -44.7% | +31.5% | +26.1% |
| All | +2,993.7% | +80.1% | +2,913.6% | +2,311.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling