+96.1%
SHOP vs INFY
-32.8%
+128.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | 0.0% |
| 7D | -13.2% | -9.8% | -3.5% | -7.3% |
| 30D | -17.0% | -13.4% | -3.6% | -9.0% |
| 3M | +17.0% | -7.2% | +24.2% | +21.8% |
| 6M | -2.1% | -20.6% | +18.5% | +12.5% |
| YTD | -21.4% | -37.5% | +16.1% | +4.1% |
| 1Y | -11.0% | -33.4% | +22.4% | +11.4% |
| All | +96.1% | -32.8% | +128.9% | +130.7% |
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 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