+155.3%
HBAN vs INFY
+80.1%
+75.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.2% |
| 7D | -1.0% | -5.4% | +4.4% | +1.2% |
| 30D | -5.6% | -9.9% | +4.3% | -1.8% |
| 3M | -1.1% | -4.6% | +3.4% | -0.6% |
| 6M | +9.9% | -18.5% | +28.3% | +17.1% |
| YTD | -0.9% | -36.5% | +35.6% | +16.6% |
| 1Y | -1.4% | -32.8% | +31.4% | +12.3% |
| 3Y | +78.2% | -32.2% | +110.4% | +98.6% |
| 5Y | +37.0% | -44.7% | +81.7% | +64.3% |
| All | +155.3% | +80.1% | +75.2% | +87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling