+96.2%
SMH vs INFY
-26.8%
+123.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.2% | +5.8% | +2.1% |
| 7D | +2.5% | -2.9% | +5.4% | +2.1% |
| 30D | -0.5% | -6.2% | +5.8% | -1.3% |
| 3M | -9.6% | -4.9% | -4.7% | -8.3% |
| 6M | +42.1% | -16.6% | +58.7% | +46.2% |
| YTD | +57.4% | -32.9% | +90.4% | +66.6% |
| 1Y | +96.2% | -26.9% | +123.1% | +101.7% |
| All | +96.2% | -26.8% | +123.0% | +101.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling