+420.6%
STM vs INFY
+3,357.3%
-2,936.7%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.0% | -1.7% | +13.7% | +12.6% |
| 30D | -0.4% | +7.1% | -7.4% | -3.9% |
| 3M | -13.2% | -1.0% | -12.2% | -14.7% |
| 6M | -26.1% | +5.9% | -31.9% | -31.0% |
| YTD | +81.2% | -29.5% | +110.7% | +94.5% |
| 1Y | +98.3% | -26.0% | +124.3% | +108.2% |
| 3Y | +16.7% | -19.4% | +36.1% | +18.4% |
| 5Y | -4.8% | -40.9% | +36.1% | +8.4% |
| 10Y | +468.8% | +121.9% | +346.9% | +298.9% |
| All | +420.6% | +3,357.3% | -2,936.7% | +82.7% |
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 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