+256.9%
HL vs INFY
+80.1%
+176.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.7% |
| 7D | -4.4% | -5.4% | +1.0% | -2.6% |
| 30D | +9.3% | -9.9% | +19.2% | +13.1% |
| 3M | +32.0% | -4.6% | +36.5% | +32.2% |
| 6M | -6.4% | -18.5% | +12.0% | -1.4% |
| YTD | +3.1% | -36.5% | +39.7% | +18.6% |
| 1Y | +77.6% | -32.8% | +110.3% | +96.9% |
| 3Y | +392.8% | -32.2% | +425.0% | +434.7% |
| 5Y | +234.1% | -44.7% | +278.8% | +285.2% |
| All | +256.9% | +80.1% | +176.8% | +151.6% |
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