+78.9%
INFY vs PEG
+148.0%
-69.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -5.4% | -0.9% | -4.5% | -5.1% |
| 30D | -9.9% | -3.7% | -6.1% | -8.9% |
| 3M | -4.6% | -7.3% | +2.7% | -2.5% |
| 6M | -18.5% | -10.5% | -8.0% | -16.1% |
| YTD | -36.5% | -7.5% | -29.0% | -35.5% |
| 1Y | -32.8% | -8.7% | -24.0% | -31.6% |
| 3Y | -32.2% | +31.4% | -63.6% | -40.4% |
| 5Y | -44.7% | +37.8% | -82.5% | -53.0% |
| All | +78.9% | +148.0% | -69.1% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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