-26.9%
INFY vs MOH
+18.1%
-45.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.2% |
| 7D | -2.9% | +0.4% | -3.3% | -2.9% |
| 30D | -6.2% | +2.9% | -9.2% | -6.4% |
| 3M | -4.9% | +4.1% | -9.1% | -4.9% |
| 6M | -16.6% | +33.8% | -50.4% | -17.0% |
| YTD | -32.9% | +15.7% | -48.6% | -32.7% |
| 1Y | -26.9% | +17.5% | -44.4% | -29.1% |
| All | -26.9% | +18.1% | -45.0% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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