-44.6%
INFY vs HUM
+6.5%
-51.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +1.3% |
| 7D | -5.4% | +2.1% | -7.4% | -5.5% |
| 30D | -9.9% | +5.4% | -15.2% | -10.2% |
| 3M | -4.6% | +11.4% | -16.0% | -5.5% |
| 6M | -18.5% | +141.5% | -160.0% | -24.1% |
| YTD | -36.5% | +61.2% | -97.7% | -39.4% |
| 1Y | -32.8% | +49.2% | -81.9% | -35.6% |
| 3Y | -32.2% | -9.0% | -23.2% | -33.2% |
| All | -44.6% | +6.5% | -51.1% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling