-44.6%
INFY vs PFG
+111.0%
-155.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +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% | -27.2% |
| YTD | -36.5% | +35.0% | -71.5% | -43.5% |
| 1Y | -32.8% | +46.4% | -79.2% | -42.0% |
| 3Y | -32.2% | +71.7% | -103.9% | -46.0% |
| All | -44.6% | +111.0% | -155.6% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling