-44.6%
INFY vs HIG
+116.1%
-160.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | -5.4% | -1.5% | -3.9% | -4.9% |
| 30D | -9.9% | -0.4% | -9.5% | -9.8% |
| 3M | -4.6% | +6.7% | -11.2% | -6.4% |
| 6M | -18.5% | +2.0% | -20.4% | -19.0% |
| YTD | -36.5% | +0.3% | -36.8% | -36.7% |
| 1Y | -32.8% | +4.2% | -36.9% | -33.8% |
| 3Y | -32.2% | +102.2% | -134.4% | -48.0% |
| All | -44.6% | +116.1% | -160.7% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 5y: compounded portfolio wealth divided by compounded HIG 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…
5y analysis · Full analysis span regression · 6 months rolling