-44.6%
INFY vs PBF
+799.3%
-843.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.4% |
| 7D | -5.4% | +5.3% | -10.7% | -5.6% |
| 30D | -9.9% | +11.7% | -21.6% | -10.4% |
| 3M | -4.6% | +91.1% | -95.6% | -8.4% |
| 6M | -18.5% | +88.4% | -106.9% | -22.0% |
| YTD | -36.5% | +194.1% | -230.6% | -41.3% |
| 1Y | -32.8% | +180.4% | -213.2% | -37.9% |
| 3Y | -32.2% | +59.3% | -91.5% | -36.7% |
| All | -44.6% | +799.3% | -843.9% | -52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling