+243.8%
HPQ vs INFY
+80.1%
+163.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.5% | +6.9% | +7.7% |
| 7D | +9.8% | -5.4% | +15.1% | +12.6% |
| 30D | +22.4% | -9.9% | +32.2% | +28.2% |
| 3M | +45.2% | -4.6% | +49.7% | +47.3% |
| 6M | +96.4% | -18.5% | +114.9% | +114.0% |
| YTD | +65.4% | -36.5% | +101.9% | +100.0% |
| 1Y | +31.6% | -32.8% | +64.3% | +53.5% |
| 3Y | +37.0% | -32.2% | +69.2% | +55.9% |
| 5Y | +53.0% | -44.7% | +97.7% | +88.2% |
| All | +243.8% | +80.1% | +163.8% | +141.2% |
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 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