-32.8%
INFY vs HRB
-6.2%
-26.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.3% |
| 7D | -5.4% | -8.0% | +2.6% | -3.1% |
| 30D | -9.9% | -16.0% | +6.1% | -5.5% |
| 3M | -4.6% | +26.9% | -31.4% | -11.0% |
| 6M | -18.5% | +51.1% | -69.6% | -26.5% |
| YTD | -36.5% | +7.1% | -43.6% | -42.0% |
| 1Y | -32.8% | -9.6% | -23.1% | -39.6% |
| All | -32.8% | -6.2% | -26.6% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling