+409.9%
INFY vs HBM
+589.9%
-179.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.5% |
| 7D | -5.4% | -3.3% | -2.1% | -5.1% |
| 30D | -9.9% | -4.8% | -5.0% | -9.5% |
| 3M | -4.6% | -0.4% | -4.1% | -5.4% |
| 6M | -18.5% | +17.9% | -36.3% | -21.9% |
| YTD | -36.5% | +33.7% | -70.2% | -40.7% |
| 1Y | -32.8% | +95.6% | -128.3% | -40.9% |
| 3Y | -32.2% | +458.1% | -490.3% | -50.6% |
| 5Y | -44.7% | +329.0% | -373.7% | -59.9% |
| 10Y | +82.3% | +588.2% | -505.9% | +5.8% |
| All | +409.9% | +589.9% | -179.9% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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