+327.2%
SMH vs INFY
-44.9%
+372.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.0% |
| 7D | +0.3% | -5.4% | +5.7% | +2.1% |
| 30D | -2.8% | -9.9% | +7.1% | +0.5% |
| 3M | -6.7% | -4.6% | -2.1% | -7.4% |
| 6M | +41.8% | -18.5% | +60.2% | +50.0% |
| YTD | +57.9% | -36.5% | +94.4% | +88.1% |
| 1Y | +87.6% | -32.8% | +120.4% | +113.2% |
| 3Y | +282.9% | -32.2% | +315.1% | +319.6% |
| All | +327.2% | -44.9% | +372.1% | +433.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling