+1,573.3%
HWM vs INFY
+91.9%
+1,481.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -4.9% | -5.8% | -8.8% |
| 7D | -9.2% | -7.2% | -1.9% | -6.4% |
| 30D | -17.9% | -11.2% | -6.7% | -14.1% |
| 3M | -6.0% | -7.4% | +1.4% | -4.4% |
| 6M | -7.4% | -21.3% | +13.9% | -0.2% |
| YTD | +13.1% | -36.2% | +49.3% | +31.4% |
| 1Y | +29.3% | -31.3% | +60.6% | +43.8% |
| 3Y | +389.9% | -31.1% | +421.0% | +430.1% |
| 5Y | +655.5% | -44.9% | +700.4% | +789.4% |
| All | +1,573.3% | +91.9% | +1,481.4% | +954.4% |
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