+498.2%
HCA vs INFY
+80.1%
+418.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +0.9% |
| 7D | +5.4% | -5.4% | +10.8% | +7.3% |
| 30D | +3.0% | -9.9% | +12.8% | +6.4% |
| 3M | +13.0% | -4.6% | +17.6% | +14.2% |
| 6M | -20.3% | -18.5% | -1.8% | -15.7% |
| YTD | -8.2% | -36.5% | +28.3% | +4.8% |
| 1Y | +6.7% | -32.8% | +39.5% | +18.3% |
| 3Y | +60.4% | -32.2% | +92.6% | +71.7% |
| 5Y | +73.4% | -44.7% | +118.1% | +97.9% |
| All | +498.2% | +80.1% | +418.1% | +287.9% |
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