-26.9%
INFY vs PFG
+51.4%
-78.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -2.4% |
| 7D | -2.9% | +5.5% | -8.4% | -5.7% |
| 30D | -6.2% | +2.4% | -8.6% | -7.4% |
| 3M | -4.9% | +13.6% | -18.5% | -11.3% |
| 6M | -16.6% | +27.9% | -44.5% | -27.1% |
| YTD | -32.9% | +35.6% | -68.5% | -42.3% |
| 1Y | -26.9% | +48.5% | -75.3% | -38.5% |
| All | -26.9% | +51.4% | -78.2% | -38.5% |
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