+577.9%
HWM vs INFY
-41.2%
+619.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +7.3% | -1.7% | +9.0% | +7.6% |
| 30D | +1.6% | +7.1% | -5.5% | -0.3% |
| 3M | -21.9% | -1.0% | -20.9% | -22.1% |
| 6M | -19.0% | +5.9% | -24.9% | -21.3% |
| YTD | +7.9% | -29.5% | +37.5% | +16.6% |
| 1Y | +9.9% | -26.0% | +35.9% | +16.2% |
| 3Y | +342.1% | -19.4% | +361.5% | +344.4% |
| All | +577.9% | -41.2% | +619.1% | +646.7% |
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 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