+1,497.0%
HWM vs INFY
+111.9%
+1,385.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +7.3% | -1.7% | +9.0% | +7.9% |
| 30D | +1.6% | +7.1% | -5.5% | -1.8% |
| 3M | -21.9% | -1.0% | -20.9% | -22.5% |
| 6M | -19.0% | +5.9% | -24.9% | -23.1% |
| YTD | +7.9% | -29.5% | +37.5% | +19.4% |
| 1Y | +9.9% | -26.0% | +35.9% | +18.3% |
| 3Y | +342.1% | -19.4% | +361.5% | +343.9% |
| 5Y | +600.8% | -40.9% | +641.7% | +702.3% |
| 10Y | +1,493.8% | +121.9% | +1,371.9% | +861.3% |
| All | +1,497.0% | +111.9% | +1,385.1% | +858.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling