+1,026.0%
INFY vs PFG
+999.6%
+26.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.5% | -4.4% |
| 7D | -7.2% | +6.0% | -13.2% | -9.0% |
| 30D | -11.2% | +2.2% | -13.4% | -11.9% |
| 3M | -7.4% | +10.4% | -17.8% | -10.3% |
| 6M | -21.3% | +27.8% | -49.0% | -27.2% |
| YTD | -36.2% | +33.6% | -69.8% | -41.8% |
| 1Y | -31.3% | +49.3% | -80.6% | -39.6% |
| 3Y | -31.1% | +69.7% | -100.8% | -42.6% |
| 5Y | -44.9% | +111.3% | -156.2% | -57.8% |
| 10Y | +83.1% | +240.3% | -157.2% | +12.3% |
| All | +1,026.0% | +999.6% | +26.4% | +331.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling