+45.4%
SMR vs INFY
-31.8%
+77.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +1.5% | -17.1% | -16.1% |
| 7D | -11.2% | -5.4% | -5.9% | -10.1% |
| 30D | -10.2% | -9.9% | -0.4% | -7.6% |
| 3M | -10.0% | -4.6% | -5.5% | -10.9% |
| 6M | -30.5% | -18.5% | -12.0% | -25.6% |
| YTD | -39.2% | -36.5% | -2.7% | -25.6% |
| 1Y | -75.5% | -32.8% | -42.8% | -71.9% |
| 3Y | +45.4% | -32.2% | +77.6% | +43.3% |
| All | +45.4% | -31.8% | +77.2% | +43.3% |
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