+44.6%
SMCI vs INFY
-31.8%
+76.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +6.8% |
| 7D | +1.3% | -5.4% | +6.7% | +2.9% |
| 30D | +6.6% | -9.9% | +16.5% | +9.9% |
| 3M | +25.4% | -4.6% | +30.0% | +24.4% |
| 6M | +26.1% | -18.5% | +44.6% | +34.8% |
| YTD | +37.0% | -36.5% | +73.5% | +63.8% |
| 1Y | -8.8% | -32.8% | +24.0% | +3.9% |
| 3Y | +44.6% | -32.2% | +76.8% | +66.2% |
| All | +44.6% | -31.8% | +76.4% | +66.2% |
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