+198.0%
INFY vs PBF
+315.7%
-117.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.8% |
| 7D | -8.7% | +1.4% | -10.1% | -8.8% |
| 30D | -13.0% | +15.8% | -28.8% | -14.1% |
| 3M | -8.8% | +90.3% | -99.0% | -14.1% |
| 6M | -22.6% | +102.8% | -125.4% | -27.8% |
| YTD | -37.3% | +187.3% | -224.7% | -43.7% |
| 1Y | -33.4% | +161.8% | -195.2% | -39.9% |
| 3Y | -32.3% | +55.5% | -87.8% | -37.5% |
| 5Y | -45.2% | +801.9% | -847.1% | -58.5% |
| 10Y | +80.0% | +362.2% | -282.2% | +27.7% |
| All | +198.0% | +315.7% | -117.6% | +104.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling