-0.3%
SPOT vs INFY
-23.6%
+23.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +3.7% |
| 7D | +16.6% | +1.2% | +15.3% | +16.0% |
| 30D | +29.9% | +13.8% | +16.2% | +24.3% |
| 3M | +31.3% | -2.9% | +34.1% | +32.1% |
| 6M | +43.2% | +2.2% | +41.1% | +40.1% |
| YTD | +8.1% | -29.8% | +37.9% | +19.9% |
| 1Y | -0.3% | -23.3% | +23.0% | +9.3% |
| All | -0.3% | -23.6% | +23.3% | +9.3% |
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