-33.1%
INFY vs HAS
+43.5%
-76.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.5% |
| 7D | -8.7% | -4.8% | -3.8% | -7.8% |
| 30D | -13.0% | -5.1% | -7.8% | -12.0% |
| 3M | -8.8% | +6.4% | -15.2% | -9.9% |
| 6M | -22.6% | -5.6% | -16.9% | -21.9% |
| YTD | -37.3% | +11.0% | -48.3% | -38.7% |
| 1Y | -33.4% | +16.8% | -50.2% | -35.5% |
| All | -33.1% | +43.5% | -76.5% | -40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling