+129.0%
INFY vs HAS
+97.5%
+31.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | -1.7% | +1.4% | -3.1% | -2.0% |
| 30D | +7.1% | +26.3% | -19.2% | +0.9% |
| 3M | -1.0% | +25.6% | -26.6% | -6.6% |
| 6M | +5.9% | +30.3% | -24.4% | -1.4% |
| YTD | -29.5% | +50.4% | -79.9% | -36.9% |
| 1Y | -26.0% | +57.7% | -83.7% | -34.5% |
| 3Y | -19.4% | +213.4% | -232.8% | -41.5% |
| 5Y | -40.9% | +49.1% | -90.0% | -48.8% |
| All | +129.0% | +97.5% | +31.4% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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