-44.6%
INFY vs FHN
+88.4%
-133.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.5% |
| 7D | -5.4% | -1.2% | -4.2% | -5.2% |
| 30D | -9.9% | -4.8% | -5.1% | -9.2% |
| 3M | -4.6% | -0.7% | -3.8% | -4.5% |
| 6M | -18.5% | +10.6% | -29.1% | -19.8% |
| YTD | -36.5% | +4.6% | -41.1% | -37.0% |
| 1Y | -32.8% | +11.4% | -44.1% | -33.9% |
| 3Y | -32.2% | +132.3% | -164.5% | -38.8% |
| All | -44.6% | +88.4% | -133.0% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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