-5.8%
SLB vs INFY
+80.1%
-85.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.4% |
| 7D | -2.5% | -5.4% | +2.9% | -0.6% |
| 30D | +7.1% | -9.9% | +17.0% | +10.9% |
| 3M | +0.6% | -4.6% | +5.2% | +1.2% |
| 6M | +17.6% | -18.5% | +36.1% | +24.4% |
| YTD | +48.5% | -36.5% | +85.0% | +71.1% |
| 1Y | +59.4% | -32.8% | +92.1% | +78.0% |
| 3Y | -0.4% | -32.2% | +31.8% | +8.2% |
| 5Y | +133.8% | -44.7% | +178.5% | +169.2% |
| All | -5.8% | +80.1% | -85.9% | -36.9% |
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