-32.8%
INFY vs HST
+36.5%
-69.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | -5.4% | +0.9% | -6.2% | -5.6% |
| 30D | -9.9% | -2.5% | -7.4% | -9.3% |
| 3M | -4.6% | -5.1% | +0.6% | -3.2% |
| 6M | -18.5% | +21.6% | -40.1% | -22.4% |
| YTD | -36.5% | +31.6% | -68.2% | -39.5% |
| 1Y | -32.8% | +36.1% | -68.9% | -39.5% |
| All | -32.8% | +36.5% | -69.3% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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