+153.1%
SO vs INFY
+80.1%
+73.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.9% |
| 7D | -1.1% | -5.4% | +4.3% | -0.2% |
| 30D | -5.0% | -9.9% | +4.8% | -3.5% |
| 3M | -5.8% | -4.6% | -1.2% | -5.5% |
| 6M | -7.9% | -18.5% | +10.5% | -5.5% |
| YTD | +2.4% | -36.5% | +39.0% | +9.4% |
| 1Y | -2.3% | -32.8% | +30.5% | +2.8% |
| 3Y | +41.9% | -32.2% | +74.1% | +45.8% |
| 5Y | +58.1% | -44.7% | +102.7% | +67.6% |
| All | +153.1% | +80.1% | +73.0% | +80.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling