-20.4%
INFY vs HUM
+60.0%
-80.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.3% | +5.9% | +4.6% |
| 7D | +4.9% | -1.2% | +6.1% | +5.0% |
| 30D | +21.3% | +2.1% | +19.3% | +21.0% |
| 3M | +2.6% | +13.4% | -10.9% | +1.4% |
| 6M | +4.9% | +72.7% | -67.7% | -1.8% |
| YTD | -26.6% | +62.3% | -88.9% | -32.1% |
| 1Y | -20.4% | +57.5% | -77.8% | -26.2% |
| All | -20.4% | +60.0% | -80.4% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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