+132.3%
HON vs INFY
+80.1%
+52.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.3% |
| 7D | -3.5% | -5.4% | +1.9% | -1.9% |
| 30D | -13.8% | -9.9% | -3.9% | -11.2% |
| 3M | -11.7% | -4.6% | -7.1% | -11.3% |
| 6M | -18.7% | -18.5% | -0.3% | -14.7% |
| YTD | +0.2% | -36.5% | +36.8% | +13.2% |
| 1Y | -3.1% | -32.8% | +29.7% | +6.6% |
| 3Y | +17.0% | -32.2% | +49.2% | +25.8% |
| 5Y | +2.0% | -44.7% | +46.7% | +15.9% |
| All | +132.3% | +80.1% | +52.2% | +64.4% |
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