+1,983.2%
SO vs INFY
+3,031.0%
-1,047.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.9% | +1.3% |
| 7D | +1.0% | -7.2% | +8.3% | +1.5% |
| 30D | -3.2% | -11.2% | +8.0% | -2.6% |
| 3M | -1.7% | -7.4% | +5.7% | -1.4% |
| 6M | -7.2% | -21.3% | +14.1% | -6.1% |
| YTD | +4.6% | -36.2% | +40.8% | +7.0% |
| 1Y | +1.2% | -31.3% | +32.5% | +2.9% |
| 3Y | +45.3% | -31.1% | +76.3% | +47.1% |
| 5Y | +58.7% | -44.9% | +103.6% | +62.3% |
| 10Y | +155.9% | +83.1% | +72.8% | +142.4% |
| All | +1,983.2% | +3,031.0% | -1,047.8% | +1,979.1% |
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