-20.5%
SPGI vs INFY
-32.0%
+11.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.3% |
| 7D | -7.4% | -5.4% | -2.0% | -6.0% |
| 30D | +0.4% | -9.9% | +10.2% | +3.1% |
| 3M | +5.3% | -4.6% | +9.8% | +5.8% |
| 6M | +1.7% | -18.5% | +20.1% | +5.3% |
| YTD | -16.4% | -36.5% | +20.2% | -9.7% |
| 1Y | -20.5% | -32.8% | +12.3% | -16.2% |
| All | -20.5% | -32.0% | +11.5% | -16.2% |
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