+93.3%
HAL vs INFY
-44.9%
+138.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.0% |
| 7D | -3.3% | -5.4% | +2.1% | -2.2% |
| 30D | +8.2% | -9.9% | +18.0% | +10.5% |
| 3M | -9.4% | -4.6% | -4.9% | -9.2% |
| 6M | +0.6% | -18.5% | +19.1% | +4.5% |
| YTD | +28.6% | -36.5% | +65.1% | +42.2% |
| 1Y | +63.9% | -32.8% | +96.6% | +76.6% |
| 3Y | -7.1% | -32.2% | +25.1% | -1.7% |
| All | +93.3% | -44.9% | +138.2% | +105.4% |
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