+1,308.2%
HD vs INFY
+3,357.3%
-2,049.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.5% | -1.7% | +3.2% | +1.8% |
| 30D | +18.0% | +7.1% | +10.9% | +16.4% |
| 3M | +2.8% | -1.0% | +3.8% | +2.8% |
| 6M | +17.0% | +5.9% | +11.1% | +14.9% |
| YTD | +3.5% | -29.5% | +33.1% | +9.2% |
| 1Y | -2.6% | -26.0% | +23.4% | +1.6% |
| 3Y | +30.7% | -19.4% | +50.1% | +32.8% |
| 5Y | +6.2% | -40.9% | +47.2% | +13.6% |
| 10Y | +242.7% | +121.9% | +120.8% | +184.8% |
| All | +1,308.2% | +3,357.3% | -2,049.1% | +637.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling