+622.3%
HWM vs INFY
-44.9%
+667.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.7% | +0.4% |
| 7D | -11.4% | -5.4% | -6.1% | -10.2% |
| 30D | -18.5% | -9.9% | -8.6% | -16.6% |
| 3M | -13.2% | -4.6% | -8.6% | -12.8% |
| 6M | -8.7% | -18.5% | +9.8% | -4.9% |
| YTD | +12.2% | -36.5% | +48.7% | +24.5% |
| 1Y | +24.9% | -32.8% | +57.7% | +35.0% |
| 3Y | +383.9% | -32.2% | +416.1% | +413.6% |
| All | +622.3% | -44.9% | +667.2% | +703.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling