-29.5%
INFY vs PL
+75.7%
-105.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.6% |
| 7D | -8.7% | -13.9% | +5.2% | -8.0% |
| 30D | -13.0% | -25.5% | +12.5% | -11.7% |
| 3M | -8.8% | -44.8% | +36.0% | -6.2% |
| 6M | -22.6% | -33.3% | +10.7% | -22.3% |
| YTD | -37.3% | -12.7% | -24.7% | -38.5% |
| 1Y | -33.4% | +90.9% | -124.3% | -38.6% |
| 3Y | -32.3% | +528.5% | -560.8% | -45.7% |
| 5Y | -45.2% | +72.7% | -118.0% | -55.3% |
| All | -29.5% | +75.7% | -105.3% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling