+1,092.8%
STX vs INFY
-45.7%
+1,138.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | +8.0% | -9.8% | +17.7% | +9.8% |
| 30D | +5.1% | -13.4% | +18.5% | +7.5% |
| 3M | +5.8% | -7.2% | +13.0% | +5.4% |
| 6M | +124.9% | -20.6% | +145.6% | +134.5% |
| YTD | +213.9% | -37.5% | +251.4% | +254.4% |
| 1Y | +350.4% | -33.4% | +383.8% | +391.9% |
| 3Y | +1,314.2% | -32.4% | +1,346.6% | +1,386.1% |
| 5Y | +1,092.8% | -45.5% | +1,138.3% | +1,248.4% |
| All | +1,092.8% | -45.7% | +1,138.5% | +1,248.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling