+1,237.1%
SMH vs INFY
+190.9%
+1,046.3%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.3% | -2.4% |
| 7D | +1.4% | -9.8% | +11.1% | +5.2% |
| 30D | -2.2% | -13.4% | +11.2% | +2.9% |
| 3M | -1.9% | -7.2% | +5.4% | -1.5% |
| 6M | +41.0% | -20.6% | +61.6% | +48.9% |
| YTD | +55.6% | -37.5% | +93.0% | +78.5% |
| 1Y | +86.8% | -33.4% | +120.2% | +107.8% |
| 3Y | +277.7% | -32.4% | +310.1% | +314.5% |
| 5Y | +324.2% | -45.5% | +369.6% | +405.6% |
| 10Y | +1,828.6% | +79.7% | +1,748.9% | +1,334.0% |
| All | +1,237.1% | +190.9% | +1,046.3% | +492.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling