-18.8%
INFY vs PL
+45.6%
-64.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.6% |
| 7D | +5.5% | +5.6% | -0.1% | +5.2% |
| 30D | +17.3% | -16.9% | +34.3% | +18.2% |
| 3M | +0.2% | -38.2% | +38.5% | +2.4% |
| 6M | +0.3% | -63.4% | +63.7% | +4.6% |
| YTD | -27.8% | -27.6% | -0.2% | -28.8% |
| 1Y | -23.3% | +6.6% | -29.8% | -26.6% |
| 3Y | -17.8% | +557.6% | -575.4% | -34.8% |
| 5Y | -37.5% | +39.5% | -77.0% | -48.8% |
| All | -18.8% | +45.6% | -64.5% | -33.2% |
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