+2,487.0%
SPGI vs INFY
+3,031.0%
-543.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.9% | +1.7% | -2.2% |
| 7D | -2.5% | -7.2% | +4.8% | -0.9% |
| 30D | +5.4% | -11.2% | +16.6% | +8.0% |
| 3M | +9.0% | -7.4% | +16.4% | +10.5% |
| 6M | +0.8% | -21.3% | +22.0% | +5.4% |
| YTD | -12.6% | -36.2% | +23.6% | -4.9% |
| 1Y | -16.1% | -31.3% | +15.1% | -10.4% |
| 3Y | +19.0% | -31.1% | +50.1% | +26.1% |
| 5Y | +5.1% | -44.9% | +49.9% | +15.6% |
| 10Y | +295.5% | +83.1% | +212.4% | +240.7% |
| All | +2,487.0% | +3,031.0% | -543.9% | +1,436.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling