+1,817.6%
SMH vs INFY
+80.1%
+1,737.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +0.9% |
| 7D | +0.3% | -5.4% | +5.7% | +2.5% |
| 30D | -2.8% | -9.9% | +7.1% | +1.2% |
| 3M | -6.7% | -4.6% | -2.1% | -7.5% |
| 6M | +41.8% | -18.5% | +60.2% | +49.9% |
| YTD | +57.9% | -36.5% | +94.4% | +87.2% |
| 1Y | +87.6% | -32.8% | +120.4% | +113.5% |
| 3Y | +282.9% | -32.2% | +315.1% | +325.7% |
| 5Y | +330.4% | -44.7% | +375.1% | +430.2% |
| All | +1,817.6% | +80.1% | +1,737.5% | +1,229.4% |
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