+16.4%
SPGI vs INFY
-32.6%
+49.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -2.1% |
| 7D | -3.1% | -8.7% | +5.6% | -0.6% |
| 30D | +2.0% | -13.0% | +15.0% | +6.0% |
| 3M | +4.3% | -8.8% | +13.1% | +6.3% |
| 6M | -0.2% | -22.6% | +22.3% | +5.8% |
| YTD | -14.8% | -37.3% | +22.5% | -5.1% |
| 1Y | -18.5% | -33.4% | +14.8% | -11.3% |
| All | +16.4% | -32.6% | +49.0% | +24.2% |
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 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