+78.9%
INFY vs HRB
+209.1%
-130.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.3% |
| 7D | -5.4% | -8.0% | +2.6% | -3.6% |
| 30D | -9.9% | -16.0% | +6.1% | -6.4% |
| 3M | -4.6% | +26.9% | -31.4% | -9.6% |
| 6M | -18.5% | +51.1% | -69.6% | -25.9% |
| YTD | -36.5% | +7.1% | -43.6% | -38.3% |
| 1Y | -32.8% | -9.6% | -23.1% | -32.5% |
| 3Y | -32.2% | +25.4% | -57.6% | -37.8% |
| 5Y | -44.7% | +114.9% | -159.6% | -56.0% |
| All | +78.9% | +209.1% | -130.3% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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