+78.9%
INFY vs PBF
+374.8%
-295.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.3% |
| 7D | -5.4% | +5.3% | -10.7% | -5.8% |
| 30D | -9.9% | +11.7% | -21.6% | -10.8% |
| 3M | -4.6% | +91.1% | -95.6% | -10.0% |
| 6M | -18.5% | +88.4% | -106.9% | -23.4% |
| YTD | -36.5% | +194.1% | -230.6% | -43.0% |
| 1Y | -32.8% | +180.4% | -213.2% | -39.6% |
| 3Y | -32.2% | +59.3% | -91.5% | -37.4% |
| 5Y | -44.7% | +816.3% | -860.9% | -58.2% |
| All | +78.9% | +374.8% | -295.9% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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