-32.2%
INFY vs MOH
-36.3%
+4.1%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.4% |
| 7D | -5.4% | +1.7% | -7.1% | -5.5% |
| 30D | -9.9% | -0.9% | -9.0% | -9.8% |
| 3M | -4.6% | +5.7% | -10.3% | -4.8% |
| 6M | -18.5% | +39.1% | -57.6% | -19.6% |
| YTD | -36.5% | +17.7% | -54.2% | -37.0% |
| 1Y | -32.8% | +8.4% | -41.1% | -33.2% |
| 3Y | -32.2% | -36.6% | +4.4% | -33.8% |
| All | -32.2% | -36.3% | +4.1% | -33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling