+1,196.5%
HD vs INFY
+3,191.3%
-1,994.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.2% | +1.5% |
| 7D | -2.1% | -2.9% | +0.9% | -1.5% |
| 30D | -8.4% | -6.2% | -2.2% | -7.3% |
| 3M | +4.3% | -4.9% | +9.3% | +4.9% |
| 6M | -11.1% | -16.6% | +5.5% | -8.6% |
| YTD | -4.7% | -32.9% | +28.3% | +1.7% |
| 1Y | -19.8% | -26.9% | +7.1% | -16.2% |
| 3Y | +4.1% | -26.6% | +30.7% | +7.8% |
| 5Y | +10.3% | -44.1% | +54.4% | +19.3% |
| 10Y | +203.2% | +90.0% | +113.2% | +159.0% |
| All | +1,196.5% | +3,191.3% | -1,994.8% | +586.3% |
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