+250.1%
SPOT vs INFY
+57.5%
+192.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | -6.9% | -9.8% | +2.9% | -2.8% |
| 30D | +4.1% | -13.4% | +17.6% | +10.5% |
| 3M | +3.7% | -7.2% | +10.9% | +6.0% |
| 6M | -1.6% | -20.6% | +19.0% | +6.9% |
| YTD | -10.2% | -37.5% | +27.3% | +7.6% |
| 1Y | -25.9% | -33.4% | +7.5% | -14.3% |
| 3Y | +235.6% | -32.4% | +268.0% | +274.0% |
| 5Y | +110.6% | -45.5% | +156.1% | +158.1% |
| All | +250.1% | +57.5% | +192.6% | +182.9% |
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