+2,524.3%
INFY vs HAS
+593.0%
+1,931.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.1% |
| 7D | -2.9% | -1.8% | -1.1% | -2.4% |
| 30D | -6.2% | +2.3% | -8.5% | -6.9% |
| 3M | -4.9% | +10.4% | -15.3% | -7.9% |
| 6M | -16.6% | -3.2% | -13.4% | -16.4% |
| YTD | -32.9% | +15.4% | -48.3% | -36.4% |
| 1Y | -26.9% | +18.8% | -45.7% | -31.4% |
| 3Y | -26.6% | +43.9% | -70.5% | -36.9% |
| 5Y | -44.1% | +13.9% | -58.0% | -49.5% |
| 10Y | +90.0% | +56.4% | +33.6% | +42.1% |
| All | +2,524.3% | +593.0% | +1,931.3% | +982.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling