-32.2%
INFY vs HSY
-9.3%
-22.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.5% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -9.9% | -5.2% | -4.7% | -9.2% |
| 3M | -4.6% | -3.4% | -1.2% | -4.2% |
| 6M | -18.5% | -19.2% | +0.7% | -17.1% |
| YTD | -36.5% | -2.6% | -33.9% | -36.3% |
| 1Y | -32.8% | -3.8% | -29.0% | -32.5% |
| 3Y | -32.2% | -10.6% | -21.6% | -31.5% |
| All | -32.2% | -9.3% | -22.9% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 3y: compounded portfolio wealth divided by compounded HSY 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…
3y analysis · Full analysis span regression · 6 months rolling