-12.8%
SHOP vs INFY
-44.9%
+32.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +0.5% |
| 7D | -11.2% | -5.4% | -5.8% | -7.0% |
| 30D | -14.4% | -9.9% | -4.5% | -6.8% |
| 3M | +16.6% | -4.6% | +21.2% | +19.5% |
| 6M | -0.6% | -18.5% | +17.9% | +15.6% |
| YTD | -20.0% | -36.5% | +16.5% | +13.4% |
| 1Y | -11.2% | -32.8% | +21.6% | +17.5% |
| 3Y | +99.5% | -32.2% | +131.7% | +147.5% |
| All | -12.8% | -44.9% | +32.1% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling