+178.2%
SOUN vs INFY
-31.8%
+210.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -1.2% |
| 7D | -7.1% | -5.4% | -1.7% | -3.9% |
| 30D | -15.4% | -9.9% | -5.6% | -9.8% |
| 3M | -10.6% | -4.6% | -6.0% | -10.9% |
| 6M | -19.6% | -18.5% | -1.2% | -9.2% |
| YTD | -37.2% | -36.5% | -0.7% | -14.2% |
| 1Y | -57.1% | -32.8% | -24.3% | -46.0% |
| 3Y | +178.2% | -32.2% | +210.4% | +226.4% |
| All | +178.2% | -31.8% | +210.0% | +226.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling