+115.3%
SPOT vs INFY
-44.9%
+160.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.1% |
| 7D | -3.1% | -5.4% | +2.3% | -0.7% |
| 30D | +7.4% | -9.9% | +17.2% | +12.3% |
| 3M | +8.2% | -4.6% | +12.7% | +9.3% |
| 6M | +2.2% | -18.5% | +20.7% | +10.5% |
| YTD | -9.5% | -36.5% | +27.1% | +9.6% |
| 1Y | -23.8% | -32.8% | +8.9% | -11.2% |
| 3Y | +233.5% | -32.2% | +265.7% | +267.4% |
| All | +115.3% | -44.9% | +160.1% | +172.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling