-32.2%
INFY vs PFG
+70.6%
-102.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.4% | +1.1% |
| 7D | -5.4% | -0.4% | -4.9% | -5.2% |
| 30D | -9.9% | +2.9% | -12.7% | -10.9% |
| 3M | -4.6% | +6.7% | -11.3% | -7.0% |
| 6M | -18.5% | +33.8% | -52.2% | -27.0% |
| YTD | -36.5% | +35.0% | -71.5% | -43.2% |
| 1Y | -32.8% | +46.4% | -79.2% | -41.5% |
| 3Y | -32.2% | +71.6% | -103.8% | -45.8% |
| All | -32.2% | +70.6% | -102.8% | -45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling