-40.8%
INFY vs CNH
-17.7%
-23.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -1.7% | +3.0% | -4.7% | -2.4% |
| 30D | +7.1% | -0.6% | +7.6% | +6.9% |
| 3M | -1.0% | +14.6% | -15.6% | -4.1% |
| 6M | +5.9% | +11.8% | -5.9% | +2.4% |
| YTD | -29.5% | +30.4% | -60.0% | -34.8% |
| 1Y | -26.0% | +19.1% | -45.0% | -30.1% |
| 3Y | -19.4% | +30.2% | -49.6% | -28.2% |
| All | -40.8% | -17.7% | -23.1% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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