+7.2%
GEHC vs INFY
-32.7%
+39.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -1.9% | -0.9% |
| 7D | -7.2% | -5.4% | -1.8% | -5.8% |
| 30D | -11.6% | -9.9% | -1.7% | -9.1% |
| 3M | -0.8% | -4.6% | +3.7% | +0.2% |
| 6M | -11.9% | -18.5% | +6.6% | -7.6% |
| YTD | -21.9% | -36.5% | +14.6% | -12.7% |
| 1Y | -17.8% | -32.8% | +14.9% | -10.3% |
| 3Y | -3.5% | -32.2% | +28.7% | +4.7% |
| All | +7.2% | -32.7% | +39.9% | +16.8% |
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 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