-32.2%
INFY vs PHM
+49.3%
-81.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.2% |
| 7D | -5.4% | -5.0% | -0.4% | -4.6% |
| 30D | -9.9% | -8.4% | -1.4% | -8.6% |
| 3M | -4.6% | -4.4% | -0.1% | -3.8% |
| 6M | -18.5% | -3.7% | -14.7% | -18.1% |
| YTD | -36.5% | +1.3% | -37.8% | -37.0% |
| 1Y | -32.8% | -14.0% | -18.7% | -31.5% |
| 3Y | -32.2% | +48.1% | -80.3% | -42.7% |
| All | -32.2% | +49.3% | -81.5% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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