+282.9%
SPGI vs INFY
+80.1%
+202.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.5% |
| 7D | -7.4% | -5.4% | -2.0% | -5.5% |
| 30D | +0.4% | -9.9% | +10.2% | +4.2% |
| 3M | +5.3% | -4.6% | +9.8% | +6.4% |
| 6M | +1.7% | -18.5% | +20.1% | +8.5% |
| YTD | -16.4% | -36.5% | +20.2% | -2.6% |
| 1Y | -20.5% | -32.8% | +12.3% | -10.2% |
| 3Y | +14.2% | -32.2% | +46.4% | +25.7% |
| 5Y | +0.6% | -44.7% | +45.3% | +18.0% |
| All | +282.9% | +80.1% | +202.8% | +169.5% |
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