+206.4%
HD vs INFY
+80.1%
+126.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.5% |
| 7D | -3.8% | -5.4% | +1.6% | -2.1% |
| 30D | -9.4% | -9.9% | +0.4% | -6.5% |
| 3M | -4.6% | -4.6% | 0.0% | -3.9% |
| 6M | -10.1% | -18.5% | +8.4% | -5.1% |
| YTD | -8.3% | -36.5% | +28.2% | +4.4% |
| 1Y | -25.0% | -32.8% | +7.7% | -17.1% |
| 3Y | +1.5% | -32.2% | +33.7% | +9.1% |
| 5Y | +5.6% | -44.7% | +50.3% | +20.3% |
| All | +206.4% | +80.1% | +126.3% | +106.2% |
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