+1,559.5%
HWM vs INFY
+90.9%
+1,468.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.7% | +0.2% |
| 7D | -11.4% | -5.4% | -6.1% | -9.4% |
| 30D | -18.5% | -9.9% | -8.6% | -15.2% |
| 3M | -13.2% | -4.6% | -8.6% | -12.7% |
| 6M | -8.7% | -18.5% | +9.8% | -3.0% |
| YTD | +12.2% | -36.5% | +48.7% | +30.6% |
| 1Y | +24.9% | -32.8% | +57.7% | +40.3% |
| 3Y | +383.9% | -32.2% | +416.1% | +427.6% |
| 5Y | +646.1% | -44.7% | +690.8% | +776.0% |
| All | +1,559.5% | +90.9% | +1,468.6% | +947.7% |
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