+78.9%
INFY vs THC
+1,022.1%
-943.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -5.4% | -0.5% | -4.9% | -5.3% |
| 30D | -9.9% | -1.2% | -8.7% | -9.8% |
| 3M | -4.6% | +52.3% | -56.8% | -9.6% |
| 6M | -18.5% | +12.4% | -30.9% | -20.0% |
| YTD | -36.5% | +32.7% | -69.2% | -39.3% |
| 1Y | -32.8% | +36.4% | -69.1% | -36.1% |
| 3Y | -32.2% | +259.3% | -291.5% | -44.5% |
| 5Y | -44.7% | +262.7% | -307.3% | -56.0% |
| All | +78.9% | +1,022.1% | -943.2% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling