+54.6%
INFY vs PFGC
+403.3%
-348.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.6% |
| 7D | -8.7% | -3.7% | -5.0% | -8.1% |
| 30D | -13.0% | -16.0% | +3.0% | -10.4% |
| 3M | -8.8% | -4.1% | -4.6% | -8.1% |
| 6M | -22.6% | +8.7% | -31.3% | -23.8% |
| YTD | -37.3% | +6.4% | -43.7% | -38.3% |
| 1Y | -33.4% | -8.4% | -25.0% | -32.8% |
| 3Y | -32.3% | +61.8% | -94.1% | -38.2% |
| 5Y | -45.2% | +108.7% | -153.9% | -52.8% |
| 10Y | +80.0% | +298.1% | -218.1% | +40.0% |
| All | +54.6% | +403.3% | -348.7% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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