+289.4%
HPE vs INFY
-31.8%
+321.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.5% | +11.0% | +12.1% |
| 7D | +19.4% | -5.4% | +24.8% | +20.7% |
| 30D | +5.6% | -9.9% | +15.5% | +8.0% |
| 3M | +33.1% | -4.6% | +37.6% | +32.9% |
| 6M | +192.5% | -18.5% | +210.9% | +206.7% |
| YTD | +160.9% | -36.5% | +197.5% | +198.4% |
| 1Y | +155.0% | -32.8% | +187.7% | +182.0% |
| 3Y | +289.4% | -32.2% | +321.6% | +325.8% |
| All | +289.4% | -31.8% | +321.2% | +325.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling