+473.3%
STM vs INFY
+2,974.7%
-2,501.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.1% |
| 7D | +1.7% | -8.7% | +10.3% | +5.0% |
| 30D | -5.2% | -13.0% | +7.8% | -0.5% |
| 3M | -29.6% | -8.8% | -20.8% | -28.8% |
| 6M | +54.4% | -22.6% | +76.9% | +64.1% |
| YTD | +99.5% | -37.3% | +136.9% | +127.7% |
| 1Y | +100.8% | -33.4% | +134.1% | +122.8% |
| 3Y | +20.2% | -32.3% | +52.5% | +32.3% |
| 5Y | +21.1% | -45.2% | +66.4% | +44.4% |
| 10Y | +664.5% | +80.0% | +584.5% | +486.6% |
| All | +473.3% | +2,974.7% | -2,501.4% | +113.8% |
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