-17.8%
INFY vs HTZ
-82.6%
+64.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.0% | +9.6% | +1.7% |
| 7D | +5.5% | -27.5% | +33.1% | +5.9% |
| 30D | +17.3% | -21.9% | +39.2% | +17.6% |
| 3M | +0.2% | -29.2% | +29.5% | +0.5% |
| 6M | +0.3% | -75.2% | +75.5% | +2.2% |
| YTD | -27.8% | -70.8% | +43.0% | -26.7% |
| 1Y | -23.3% | -76.1% | +52.9% | -21.9% |
| 3Y | -17.8% | -82.5% | +64.7% | -14.9% |
| All | -17.8% | -82.6% | +64.8% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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