+99.6%
STM vs INFY
-26.8%
+126.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.1% | +1.3% |
| 7D | +5.8% | -2.9% | +8.7% | +5.3% |
| 30D | -1.0% | -6.2% | +5.2% | -2.0% |
| 3M | -33.3% | -4.9% | -28.3% | -32.5% |
| 6M | +57.4% | -16.6% | +73.9% | +61.4% |
| YTD | +102.2% | -32.9% | +135.1% | +114.3% |
| 1Y | +99.6% | -26.9% | +126.5% | +101.5% |
| All | +99.6% | -26.8% | +126.4% | +101.5% |
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