+78.9%
INFY vs HDB
+42.1%
+36.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.9% | -5.4% | -0.9% |
| 7D | -5.4% | +0.7% | -6.1% | -5.6% |
| 30D | -9.9% | +1.0% | -10.8% | -10.2% |
| 3M | -4.6% | -2.0% | -2.6% | -4.4% |
| 6M | -18.5% | -18.1% | -0.4% | -13.3% |
| YTD | -36.5% | -36.1% | -0.4% | -26.2% |
| 1Y | -32.8% | -34.0% | +1.3% | -22.8% |
| 3Y | -32.2% | -26.7% | -5.5% | -26.6% |
| 5Y | -44.7% | -33.9% | -10.8% | -38.8% |
| All | +78.9% | +42.1% | +36.8% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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