+5,256.7%
SHW vs INFY
+3,014.1%
+2,242.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.4% | +1.6% |
| 7D | -3.1% | -5.4% | +2.3% | -2.3% |
| 30D | -10.0% | -9.9% | -0.2% | -8.7% |
| 3M | +2.3% | -4.6% | +6.8% | +2.7% |
| 6M | +0.7% | -18.5% | +19.1% | +3.1% |
| YTD | +0.5% | -36.5% | +37.0% | +6.3% |
| 1Y | -11.5% | -32.8% | +21.3% | -7.4% |
| 3Y | +21.3% | -32.2% | +53.5% | +26.1% |
| 5Y | +12.5% | -44.7% | +57.2% | +19.7% |
| 10Y | +287.3% | +82.3% | +205.0% | +247.6% |
| All | +5,256.7% | +3,014.1% | +2,242.7% | +3,961.8% |
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