+4.5%
HD vs INFY
-45.7%
+50.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.5% |
| 7D | -3.9% | -9.8% | +5.9% | -1.8% |
| 30D | -13.1% | -13.4% | +0.3% | -10.4% |
| 3M | -3.4% | -7.2% | +3.8% | -2.3% |
| 6M | -12.6% | -20.6% | +8.1% | -8.7% |
| YTD | -9.2% | -37.5% | +28.2% | -0.4% |
| 1Y | -23.9% | -33.4% | +9.4% | -18.4% |
| 3Y | +0.4% | -32.4% | +32.9% | +4.6% |
| 5Y | +4.5% | -45.5% | +50.0% | +13.7% |
| All | +4.5% | -45.7% | +50.2% | +13.7% |
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