+9.3%
GEHC vs INFY
-33.6%
+42.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -1.9% |
| 7D | -7.6% | -8.7% | +1.0% | -5.4% |
| 30D | -10.7% | -13.0% | +2.3% | -7.3% |
| 3M | -1.2% | -8.8% | +7.6% | +1.0% |
| 6M | -13.7% | -22.6% | +8.8% | -8.2% |
| YTD | -20.4% | -37.3% | +16.9% | -10.7% |
| 1Y | -17.0% | -33.4% | +16.3% | -9.2% |
| 3Y | +0.9% | -32.3% | +33.2% | +9.9% |
| All | +9.3% | -33.6% | +42.8% | +19.5% |
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