+813.5%
SPYM vs INFY
+273.0%
+540.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -2.0% | -9.8% | +7.8% | +0.8% |
| 30D | -1.6% | -13.4% | +11.8% | +2.3% |
| 3M | +4.7% | -7.2% | +12.0% | +6.0% |
| 6M | +12.6% | -20.6% | +33.2% | +18.5% |
| YTD | +11.8% | -37.5% | +49.2% | +25.3% |
| 1Y | +17.5% | -33.4% | +50.9% | +28.7% |
| 3Y | +77.0% | -32.4% | +109.4% | +90.5% |
| 5Y | +82.6% | -45.5% | +128.1% | +106.8% |
| 10Y | +320.3% | +79.7% | +240.6% | +228.4% |
| All | +813.5% | +273.0% | +540.5% | +418.2% |
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