+30.8%
SOXX vs INFY
-20.0%
+50.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | +4.6% | -75.3% | -68.5% |
| 7D | -23.0% | +4.9% | -27.9% | -17.1% |
| 30D | -32.9% | +21.3% | -54.2% | -24.9% |
| 3M | -25.3% | +2.6% | -27.9% | -19.4% |
| 6M | -17.8% | +4.9% | -22.7% | -8.4% |
| YTD | +32.1% | -26.6% | +58.7% | +51.9% |
| 1Y | +30.8% | -20.4% | +51.2% | +48.2% |
| All | +30.8% | -20.0% | +50.8% | +48.2% |
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