+6,906.6%
STRL vs INFY
+77.5%
+6,829.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | +5.4% | -9.8% | +15.2% | +8.3% |
| 30D | -9.0% | -13.4% | +4.4% | -5.6% |
| 3M | -37.1% | -7.2% | -29.8% | -37.4% |
| 6M | +17.8% | -20.6% | +38.4% | +22.6% |
| YTD | +58.3% | -37.5% | +95.8% | +78.4% |
| 1Y | +61.0% | -33.4% | +94.4% | +75.3% |
| 3Y | +517.8% | -32.4% | +550.2% | +563.9% |
| 5Y | +2,119.0% | -45.5% | +2,164.5% | +2,447.9% |
| All | +6,906.6% | +77.5% | +6,829.2% | +4,864.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling