+3,658.5%
DHR vs INFY
+2,969.1%
+689.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -5.0% | -9.8% | +4.8% | -3.1% |
| 30D | -3.3% | -13.4% | +10.1% | -0.7% |
| 3M | +9.4% | -7.2% | +16.7% | +10.6% |
| 6M | +3.2% | -20.6% | +23.8% | +7.2% |
| YTD | -12.0% | -37.5% | +25.4% | -4.7% |
| 1Y | +4.9% | -33.4% | +38.3% | +12.0% |
| 3Y | -7.4% | -32.4% | +25.1% | -2.1% |
| 5Y | -29.8% | -45.5% | +15.7% | -23.1% |
| 10Y | +209.1% | +79.7% | +129.4% | +168.7% |
| All | +3,658.5% | +2,969.1% | +689.5% | +2,062.2% |
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