+78.9%
INFY vs DHI
+414.5%
-335.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.1% |
| 7D | -5.4% | -3.4% | -2.0% | -4.6% |
| 30D | -9.9% | -5.4% | -4.4% | -8.7% |
| 3M | -4.6% | -10.4% | +5.9% | -2.3% |
| 6M | -18.5% | -2.8% | -15.7% | -18.4% |
| YTD | -36.5% | -3.4% | -33.1% | -36.7% |
| 1Y | -32.8% | -22.9% | -9.8% | -29.4% |
| 3Y | -32.2% | +20.7% | -52.9% | -38.8% |
| 5Y | -44.7% | +62.1% | -106.8% | -55.3% |
| All | +78.9% | +414.5% | -335.6% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling