+7,358.2%
SHOP vs INFY
+86.9%
+7,271.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.8% | -3.7% | -4.3% |
| 7D | -10.6% | -8.7% | -1.9% | -5.1% |
| 30D | -18.3% | -13.0% | -5.3% | -10.5% |
| 3M | +14.8% | -8.8% | +23.6% | +20.8% |
| 6M | -5.0% | -22.6% | +17.5% | +10.8% |
| YTD | -21.2% | -37.3% | +16.1% | +4.3% |
| 1Y | -11.6% | -33.4% | +21.8% | +11.6% |
| 3Y | +101.2% | -32.3% | +133.5% | +149.4% |
| 5Y | -15.7% | -45.2% | +29.5% | +21.7% |
| 10Y | +2,989.4% | +80.0% | +2,909.4% | +2,314.1% |
| All | +7,358.2% | +86.9% | +7,271.4% | +6,525.8% |
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 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