+76.9%
SPY vs INFY
-31.8%
+108.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | -0.8% | -5.4% | +4.6% | +0.1% |
| 30D | -1.1% | -9.9% | +8.8% | +0.6% |
| 3M | +3.9% | -4.6% | +8.4% | +4.2% |
| 6M | +13.6% | -18.5% | +32.1% | +17.5% |
| YTD | +12.7% | -36.5% | +49.2% | +23.1% |
| 1Y | +17.5% | -32.8% | +50.3% | +25.4% |
| 3Y | +76.9% | -32.2% | +109.1% | +87.0% |
| All | +76.9% | -31.8% | +108.7% | +87.0% |
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 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