+2,383.0%
INFY vs HSY
+989.1%
+1,393.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -9.9% | -5.2% | -4.7% | -8.6% |
| 3M | -4.6% | -3.4% | -1.2% | -3.6% |
| 6M | -18.5% | -19.2% | +0.7% | -14.1% |
| YTD | -36.5% | -2.6% | -33.9% | -36.4% |
| 1Y | -32.8% | -3.8% | -29.0% | -32.5% |
| 3Y | -32.2% | -10.6% | -21.6% | -31.8% |
| 5Y | -44.7% | +12.3% | -57.0% | -48.4% |
| 10Y | +82.3% | +129.6% | -47.2% | +39.4% |
| All | +2,383.0% | +989.1% | +1,393.8% | +1,782.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling