-14.4%
SMR vs INFY
-43.7%
+29.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.8% |
| 3M | -10.0% | -4.6% | -5.5% | -10.8% |
| 6M | -30.5% | -18.5% | -12.0% | -26.6% |
| YTD | -39.2% | -36.5% | -2.7% | -28.9% |
| 1Y | -75.5% | -32.8% | -42.8% | -72.5% |
| 3Y | +45.4% | -32.2% | +77.6% | +64.5% |
| All | -14.4% | -43.7% | +29.3% | -8.5% |
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