-33.2%
INFY vs PBF
+56.6%
-89.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.2% |
| 7D | -9.8% | +2.3% | -12.1% | -9.8% |
| 30D | -13.4% | +11.6% | -25.0% | -13.8% |
| 3M | -7.2% | +81.7% | -89.0% | -10.1% |
| 6M | -20.6% | +96.4% | -117.1% | -23.8% |
| YTD | -37.5% | +189.5% | -226.9% | -41.9% |
| 1Y | -33.4% | +180.7% | -214.1% | -38.4% |
| All | -33.2% | +56.6% | -89.8% | -41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling