+16.1%
STM vs INFY
-18.9%
+35.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +16.3% | -4.0% | +20.3% | +16.6% |
| 30D | -6.3% | +7.8% | -14.1% | -7.5% |
| 3M | -14.1% | +0.1% | -14.2% | -14.3% |
| 6M | -19.6% | +4.2% | -23.8% | -21.9% |
| YTD | +80.1% | -29.5% | +109.7% | +106.1% |
| 1Y | +95.4% | -26.5% | +121.9% | +115.2% |
| All | +16.1% | -18.9% | +35.0% | +16.7% |
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