-44.6%
INFY vs MOH
-19.7%
-24.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.3% |
| 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% | -5.0% |
| 6M | -18.5% | +39.1% | -57.6% | -20.6% |
| YTD | -36.5% | +17.7% | -54.2% | -37.6% |
| 1Y | -32.8% | +8.4% | -41.1% | -33.7% |
| 3Y | -32.2% | -36.6% | +4.4% | -31.7% |
| All | -44.6% | -19.7% | -24.9% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling