+2,549.4%
SYK vs INFY
+2,969.1%
-419.7%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -12.3% | -9.8% | -2.6% | -10.9% |
| 30D | -22.4% | -13.4% | -9.0% | -20.7% |
| 3M | -12.3% | -7.2% | -5.1% | -11.4% |
| 6M | -24.3% | -20.6% | -3.7% | -21.9% |
| YTD | -22.8% | -37.5% | +14.7% | -17.6% |
| 1Y | -28.8% | -33.4% | +4.6% | -24.9% |
| 3Y | -4.0% | -32.4% | +28.5% | +0.4% |
| 5Y | +3.8% | -45.5% | +49.3% | +11.6% |
| 10Y | +172.8% | +79.7% | +93.1% | +146.6% |
| All | +2,549.4% | +2,969.1% | -419.7% | +1,969.4% |
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 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