-40.8%
SOFI vs INFY
-23.6%
-17.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | +3.2% |
| 7D | +1.4% | +1.2% | +0.2% | +1.1% |
| 30D | +9.2% | +13.8% | -4.6% | +6.2% |
| 3M | -7.1% | -2.9% | -4.2% | -7.0% |
| 6M | +7.3% | +2.2% | +5.1% | +6.2% |
| YTD | -33.6% | -29.8% | -3.8% | -27.4% |
| 1Y | -40.8% | -23.3% | -17.5% | -42.7% |
| All | -40.8% | -23.6% | -17.3% | -42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling