+1.5%
SMR vs INFY
-44.5%
+46.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.5% |
| 7D | +4.7% | -9.8% | +14.5% | +7.5% |
| 30D | +3.2% | -13.4% | +16.6% | +7.3% |
| 3M | +9.9% | -7.2% | +17.1% | +10.1% |
| 6M | -15.1% | -20.6% | +5.5% | -9.6% |
| YTD | -27.9% | -37.5% | +9.5% | -15.3% |
| 1Y | -70.2% | -33.4% | -36.9% | -66.5% |
| 3Y | +72.5% | -32.4% | +104.9% | +95.5% |
| All | +1.5% | -44.5% | +46.0% | +9.0% |
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