-23.3%
INFY vs CHD
+30.9%
-54.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +1.3% |
| 7D | +1.2% | +6.9% | -5.7% | -2.1% |
| 30D | +13.8% | +17.1% | -3.4% | +6.2% |
| 3M | -2.9% | +9.1% | -12.0% | -6.6% |
| 6M | +2.2% | +21.4% | -19.2% | -4.1% |
| YTD | -29.8% | +34.9% | -64.7% | -36.1% |
| 1Y | -23.3% | +31.0% | -54.3% | -29.6% |
| All | -23.3% | +30.9% | -54.2% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling