+2,383.0%
INFY vs CHD
+3,677.8%
-1,294.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.4% |
| 7D | -5.4% | -4.5% | -0.9% | -4.4% |
| 30D | -9.9% | -6.7% | -3.1% | -8.5% |
| 3M | -4.6% | -2.7% | -1.8% | -3.8% |
| 6M | -18.5% | -4.9% | -13.5% | -17.5% |
| YTD | -36.5% | +13.3% | -49.9% | -38.3% |
| 1Y | -32.8% | +1.0% | -33.8% | -33.1% |
| 3Y | -32.2% | +1.3% | -33.5% | -33.4% |
| 5Y | -44.7% | +20.8% | -65.5% | -48.3% |
| 10Y | +82.3% | +126.1% | -43.8% | +44.3% |
| All | +2,383.0% | +3,677.8% | -1,294.9% | +1,562.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling