+1,537.1%
SOXX vs INFY
+80.1%
+1,457.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.2% |
| 7D | +1.4% | -5.4% | +6.8% | +3.7% |
| 30D | -3.6% | -9.9% | +6.3% | +0.4% |
| 3M | -10.2% | -4.6% | -5.6% | -11.3% |
| 6M | +54.2% | -18.5% | +72.7% | +62.6% |
| YTD | +75.2% | -36.5% | +111.7% | +108.0% |
| 1Y | +107.5% | -32.8% | +140.3% | +136.1% |
| 3Y | +226.8% | -32.2% | +259.0% | +264.2% |
| 5Y | +251.2% | -44.7% | +295.9% | +334.5% |
| All | +1,537.1% | +80.1% | +1,457.0% | +1,030.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling