-23.3%
INFY vs PFG
+46.8%
-70.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.1% | -1.5% | +0.2% |
| 7D | +1.2% | +4.9% | -3.7% | -1.7% |
| 30D | +13.8% | +5.7% | +8.1% | +10.0% |
| 3M | -2.9% | +2.6% | -5.4% | -4.4% |
| 6M | +2.2% | +19.8% | -17.6% | -9.1% |
| YTD | -29.8% | +36.3% | -66.1% | -41.8% |
| 1Y | -23.3% | +47.9% | -71.2% | -38.0% |
| All | -23.3% | +46.8% | -70.1% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling