+59.1%
SO vs INFY
-45.7%
+104.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -1.1% | -9.8% | +8.6% | -0.8% |
| 30D | -3.7% | -13.4% | +9.7% | -3.3% |
| 3M | -5.9% | -7.2% | +1.3% | -5.8% |
| 6M | -7.3% | -20.6% | +13.3% | -6.8% |
| YTD | +3.1% | -37.5% | +40.6% | +4.6% |
| 1Y | -1.0% | -33.4% | +32.4% | -0.1% |
| 3Y | +43.2% | -32.4% | +75.7% | +42.4% |
| 5Y | +59.1% | -45.5% | +104.6% | +57.4% |
| All | +59.1% | -45.7% | +104.8% | +57.4% |
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 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